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Role Description

We 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.

• 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.

Qualifications

• 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

• 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.