SemiAnalysis · 14 hours ago
Junior Research Analyst - WFE
San Francisco Bay Area
Full-time
Hybrid
New Grad, Entry Level
0+ years expSemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. The Research Analyst will support coverage of wafer fabrication equipment suppliers and chip foundries through modeling, forecasting, and advising clients, as well as contributing to publications and representing the firm at industry events.
Artificial Intelligence (AI)SemiconductorConsulting
Responsibilities
Build and maintain detailed financial and industry models covering wafer fabrication equipment vendors and foundries
Perform in-depth research on the semiconductor and AI industries, including market trends, technological advancements, and competitive landscapes
Follow earnings, news releases, important product trends and technological developments related to coverage industries and companies
Assist in the preparation of research reports, presentations, and other deliverables for clients
Qualification
Required
0 to 4 years of experience in equity research, public markets investing, semiconductor industry analysis, or a closely related role
Undergraduate degree in Engineering, Materials Science, Physics, Business, Finance, Computer Science, or a related technical discipline
Demonstrated ability to build and audit three statement financial models and link them to industry drivers such as capacity, pricing, and capital intensity
Strong understanding of semiconductor manufacturing concepts, or a clear track record of rapidly developing technical domain expertise
Advanced proficiency in Excel for modeling and data analysis
Strong written communication skills, with the ability to explain manufacturing processes, equipment dynamics, and financial implications in precise language
Ability to work independently, manage multiple workstreams, and operate effectively in a hybrid work environment with a San Francisco office base
High standards for accuracy, integrity, and source transparency
Full professional proficiency in English is required
Preferred
Familiarity with Python for data processing or automation is preferred
Experience creating clear, data dense presentations using PowerPoint or equivalent tools
Additional languages are beneficial
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