Semiconductor Analyst - APAC Remote

SUMMARY

We are partnering with a fast-growing AI-driven investment research company serving global public equity markets.

This is an exciting opportunity for someone who is genuinely passionate about semiconductors, AI hardware and technology and wants to build a career at the intersection of technology, investment research and AI.

What You’ll Do

• Conduct primary research within your semiconductor or AI infrastructure specialisation.
• Track high-frequency industry indicators including company disclosures, monthly revenues, capacity, pricing, local news and channel checks.
• Transform market intelligence into structured and comparable datasets.
• Maintain and expand sector models and research trackers.
• Connect bottom-up industry evidence with broader global AI and semiconductor demand trends.
• Develop independent investment views and produce concise, differentiated research notes.
• Work closely with research, data and engineering teams.
• Contribute directly to the development of next-generation Equity Research AI Agent products.

Areas We Are Hiring For

We are interested in candidates with knowledge or experience in at least one of the following areas:

• Foundry & Advanced Packaging – leading-edge nodes, CoWoS/SoIC, OSAT
• Memory & HBM – DRAM, NAND, HBM supply, pricing and capacity
• AI Accelerators & Custom Silicon – GPU, ASIC/XPU and chip-design ecosystems
• AI Networking & Optics – switches, transceivers, CPO/LPO, DSP and interconnect
• Semiconductor Equipment & Materials – lithography, etch/deposition, metrology, wafers and substrates
• AI Servers / ODM / EMS – rack architecture, liquid cooling, power delivery and components
• Data Centre Power & Infrastructure
• AI Models & Tokenomics
• Adjacent areas including analog/power semiconductors, EDA/IP, PCB and passives

What We’re Looking For

• 0–5 years' experience in equity research, semiconductor industry, consulting or another relevant analytical/technical role.
• Fresh graduates are welcome.
• Good understanding of at least one semiconductor or AI infrastructure sub-sector, including key companies, supply chains and industry drivers.
• Genuine passion for technology and the ability to develop your own independent views.
• Strong analytical and numerical capabilities with an evidence-first research mindset.
• Good interviewing and communication skills.
• Bachelor's degree in Engineering, Physics, Economics, Finance or a related discipline.
• Familiarity with AI tools such as ChatGPT, Claude or AI agent workflows would be advantageous.
• Self-driven and comfortable working independently in a remote, fast-moving environment.

Please note only shortlisted candidates will be contacted.

Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R21103665