SemiAnalysis · 13 hours ago
Research Analyst - China
United States
Full-time
Remote
Entry, Mid Level
1+ years expSemiAnalysis is the leading independent research house at the intersection of semiconductors and artificial intelligence. They are seeking a China-focused Research Analyst to translate technical and market insights into financial insights for institutional clients regarding China's semiconductor and AI ecosystem.
Artificial Intelligence (AI)ConsultingSemiconductor
Responsibilities
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
Qualification
Required
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
Benefits
Competitive compensation
Company
SemiAnalysis
SemiAnalysis offers AI and semiconductor research, consulting, and hosts tech events like Nvidia Blackwell GPU Hackathon.
11-50 employees
H1B Sponsorship
SemiAnalysis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageLeadership Team
Dylan Patel
Founder & CEO
Dan Nishball
COO and Director of Research
Recent News
2025-11-08
Company data provided by crunchbase