Research Analyst, AI Server Hardware & Components

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Opis

Employment Type: Full Time Work Setting: Remote Work Location: Taiwan preferred; international candidates considered Work Hours: Office hours Find out more here: About SemiAnalysis 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 a leading authority on the semiconductor supply chain, with a high concentration of industry experts within one team and a deep-rooted passion for understanding the intricacies of the industry. We are a global team of analysts with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry-shaping research while participating in numerous conferences annually. Our newsletters reach more than 200,000 subscribers worldwide, including senior management and C-suite leaders at leading semiconductor and AI companies. We also offer three core products: Industry Models – We develop and publish industry models covering accelerator shipments, datacenter demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies. Core Research – Our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and

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