About SemiAnalysis
SemiAnalysis is the leading independent research house at the intersection of semiconductors and artificial intelligence. Our Core Research institutional research offering helps hedge funds, long-only asset managers, venture investors, and corporate strategy teams understand how technology developments impact company fundamentals.
We are expanding this flagship product and are seeking a China-focused Research Analyst to translate deep technical and market insight into financial insight on China’s semiconductor and AI ecosystem for our institutional clients.
Learn more: https://semianalysis.com
What you'll do
- Translate proprietary technical and supply-chain work from the SemiAnalysis team into quantitative and qualitative assessments of revenue, margins, TAM, and competitive positioning for China-based semiconductor and AI companies, as well as global companies exposed to China.
- Publish concise, data-rich notes—including a weekly note—covering the most consequential China semiconductor, AI, and hardware supply-chain developments, policy shifts, and competitive dynamics.
- Monitor earnings calls, regulatory filings, policy announcements, product launches, and industry events across China; surface key catalysts internally and to clients in near-real time.
- Develop and maintain bottoms-up models for Chinese foundries, fabless chip designers, memory vendors, equipment suppliers, and AI hardware companies, incorporating local disclosures, channel checks, and policy constraints.
- Partner with technologists to originate new research angles on China-specific architectures, manufacturing capabilities, localization efforts, export controls, and supply-chain substitution.
- Engage investor-relations teams, industry executives, and ecosystem participants to deepen our understanding of individual companies and the broader China semiconductor and AI landscape.
- Support clients via calls and the SemiAnalysis support portal, delivering timely, well-researched insight on China-related developments.
What we're looking for
- 1–5 years of experience in equity research, investment banking, strategy consulting, or a semiconductor industry role, with direct exposure to China-focused research or companies.
- Strong working understanding of the China semiconductor and AI hardware value chain, including foundry, fabless, memory, equipment, materials, and downstream AI applications.
- Ability and willingness to dig into China-specific disclosures, policy documents, and industry data and translate them into defensible financial assumptions.
- Exceptional written communication—clear, analytical, and grounded in data, even when source information is incomplete or opaque.
- Demonstrated ability to build and defend bottoms-up models from limited or fragmented disclosures.
- Comfort operating in a fast-moving news and policy environment, balancing speed with analytical rigor.
- Collaborative mindset; you enjoy working closely with technologists and presenting nuanced views to sophisticated clients.
Why SemiAnalysis
Join the industry’s thought leader on semiconductors and AI and shape how the world’s top investors understand China’s role in the global technology stack. You’ll work at the frontier of geopolitics, supply chains, and technology—where insight matters most.
We offer competitive compensation and a culture that prizes intellectual honesty, depth, and independent thinking over hierarchy.
