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 are expanding our team to deepen our coverage of the broader AI ecosystem and its impact on real-world industries. This is an opportunity to join a fast-growing, intellectually rigorous, and globally recognized team that influences strategic decisions at the highest levels. At SemiAnalysis, you'll work directly with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, and governments. Our culture is collaborative, flat, and fast-paced-offering the chance to shape high-impact research in a space undergoing unprecedented technological disruption.

to bridge deep technical analysis with economic modeling. This role is ideal for candidates who think like engineers but are motivated by understanding second-order economic effects rather than shipping end-user software.

You'll analyze how architectural choices in models and systems translate into costs, margins, and scalability limits across the AI ecosystem.

This is a Full time role based in the United States.

• Analyze AI model architectures, inference systems, and hardware platforms through an economic lens.
• Build analytical models connecting system-level performance metrics to cost and ROI.
• Research emerging techniques in efficiency, compression, and inference optimization.
• Evaluate AI vendors and platforms based on engineering and economic fundamentals.
• Support long-range forecasts of AI demand, cost curves, and infrastructure investment.

• Technical background in ML/AI, CS, or engineering.
• Strong analytical and quantitative reasoning skills.
• Interest in AI economics, infrastructure, and capital allocation.
• Comfortable working with ambiguity in a fast-moving field.
• Full-time role based in the United States.

• At SemiAnalysis, you're placed directly inside the most important conversations shaping the future of AI and semiconductors. You'll develop a first-principles understanding of the technical and economic dynamics behind the world's most consequential technology, with rare end-to-end visibility across the entire stack-from silicon and systems to models, software, and real-world deployment. Our work is read and relied upon by the people allocating capital, building infrastructure, and setting strategy across the industry, giving your research and analysis real, measurable impact.
• The environment is built for learning and autonomy. You'll have the freedom to chase interesting ideas, dig into emerging trends early, and continuously expand your technical and economic toolkit, supported by generous PTO, office stipends, competitive healthcare (medical, dental, vision), and support for conferences and ongoing learning.