Teams at SemiAnalysis

Lead research on how AI and datacenter growth reshapes power grids, utilities, and industrial infrastructure. Produce forecasts, reports, and briefings; track transmission, distribution, equipment supply chains, and capex cycles; collaborate with semiconductor and datacenter analysts; support institutional clients and present findings to leadership and at conferences.

Remote research internship supporting semiconductor and AI industry analysis: data collection, market research, basic financial modeling, preparing reports and presentations, attending team meetings, and developing research skills with mentorship and feedback.