Research Analyst, Robotics

Employment Type: Full-Time
Work Setting: Onsite
Work Location: San Francisco
Work Hours: Office hours
Find out more here: https://semianalysis.com

About SemiAnalysis

SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.

We’re a global team of over 50 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in 40+ conferences annually.

Our newsletter reaches more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.

We also offer three core products:

• Industry Models – we develop and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.

• Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.

• Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.

Position Overview

We are looking for an experienced and driven Robotics Analyst to join our global team. This role focuses on analyzing the frontier of robot learning, supply chain complexities, the commercialization of these systems, and how autonomous robotics reshape global logistics and manufacturing.

As an Analyst, you will lead and contribute to forward-looking research that informs the largest asset managers, technology firms, and industrial companies worldwide. You will identify emerging trends in robotics adoption, assess hardware and software innovation, and map capital flows across automation ecosystems. Your insights will directly inform strategic decisions driving the next generation of intelligent manufacturing and industrial automation.

This is a full-time, onsite position. A Master’s degree (PhD preferred) in engineering, robotics, computer science, or a related technical field. A strong understanding of the robotics and automation landscape — from component supply chains to system integration and software control — is essential.

Responsibilities

• Lead research and analysis on learning methods, data mixtures and training "recipes," model architectures, supply chain tracking, and applications.

• Produce high-impact research reports, forecasts, and technical briefings for clients, leveraging both public and proprietary data.

• Track and evaluate developments across key areas such as mobile manipulators, quadrupeds, industrial robots, cobots, and self-driving vehicles.

• Assess how advances in AI, edge compute, data collection, and simulation are transforming automation capabilities and market structures.

• Collaborate with semiconductor, AI infrastructure, and industrial technology analysts to develop cross-sector insights.

• Support clients including investors, OEMs, automation providers, and policy stakeholders with bespoke insights and thematic research.

• Present findings to senior executives and clients through reports, calls, and conference presentations.

Requirements

• Bachelor's Degree in Robotics, Mechanical Engineering, Electrical Engineering, Computer Science, or a related field.

• 2–5+ years of experience in equity research, investment analysis, strategy consulting, or R&D within robotics, automation, or industrial technology.

• Strong understanding of physical AI, robotics hardware and supply chains, and market dynamics (e.g., form factors, application-specific nuances, and industrial integration).

• Proven ability to translate technical and market data into actionable insights.

• Excellent writing, presentation, and communication skills — capable of producing investment memos, deep-dive reports, and technical primers.

• Proficiency in Excel and familiarity with scripting or data tools (Python, SQL, MATLAB, etc.) is a plus.

• Self-driven, intellectually curious, and able to work independently in a fast-paced, global environment.

Growth Areas

• Develop deep domain expertise across robotics, AI, and industrial supply chains, with exposure to real-world commercialization and deployment trends

• Build strong analytical capabilities in synthesizing complex technical and market data into clear, investment-relevant insights

• Gain hands-on experience working with proprietary datasets and forming differentiated views on emerging technologies

• Strengthen communication and executive presence through regular interaction with senior stakeholders, including investors and industry leaders

• Develop the ability to present insights and influence strategic and capital allocation decisions at a high level

• Gain cross-sector exposure by collaborating with experts in semiconductors, AI infrastructure, and industrial technologies

• Take ownership of research coverage areas and lead thematic projects as you progress in the role

• Build a strong personal brand and thought leadership within the robotics and automation ecosystem