Analyst - Semiconductor Industry

Who We Are We are an AI-driven investment research startup serving global public equity markets. Our team consists of talent from top-tier AI companies and leading global hedge funds, building AI Agents and core infrastructure for fundamental investment research to define the next generation of the buy-side research workflow. ARR in the tens-of-millions USD range Clients include hundreds of hedge funds across the U.S., Hong Kong, and Singapore Backed by tier-1 USD venture capital funds We are expanding our semiconductor and AI infrastructure research team across Asia. In this role you will own primary research on one semiconductor or AI sub-sector from the market where it actually lives, and feed what you learn into the living data models and trackers our institutional clients use every week. Job Duty Conduct primary research on your sub-sector: accelerator, ODM/OEM, memory, foundry, advanced packaging, and/ or foundry equipment Plan and run interviews with industry experts, supply-chain participants, and former executives, in your local language and in English Track the high-frequency signals in your market (company disclosures, monthly revenues, capacity and pricing datapoints, local news, channel checks) and turn them into structured, comparable data Maintain and expand FUNDA's sector models and trackers, connecting bottom-up evidence from your market to global AI and semiconductor demand Write concise, differentiated research notes: what you believe, where it differs from consensus, and what evidence would prove you wrong Work closely with our research, data, and engineering teams, and get involved in building the next-gen equity research AI Agent product Sub-sectors We Are Hiring For You should have demonstrated depth in at least one of the following (through work, internship, academic research, or a sustained personal research track record): Foundry and advanced packaging (leading-edge nodes, CoWoS/SoIC, OSAT) Memory and HBM (DRAM, NAND, HBM supply, pricing, and capacity) AI accelerators and custom silicon (GPU, ASIC/XPU, chip design ecosystems) AI networking and optics (switches, transceivers, CPO/LPO, DSP, copper interconnect) Semiconductor equipment and materials (lithography, etch/deposition, metrology, wafers, substrates) AI servers, ODM/EMS, and rack architecture (liquid cooling, power delivery, components) Requirements 1-5 years of experience in semiconductor industry, consulting, equity research (buy-side or sell-side), or a related analytical role; strong fresh graduates with proven sub-sector depth are welcome Deep, specific knowledge of at least one sub-sector listed above; you know the key companies, the supply chain, and the numbers that matter Genuine passion for technology: you follow this industry because you find it fascinating, and you have developed your own views Strong interviewing and communication skills: able to earn an expert's trust, ask the question behind the question, and separate what people know from what they repeat Evidence-first mindset: comfortable with numbers, rigorous about sourcing, and disciplined about distinguishing facts from claims Fluent in business English; native or professional fluency in the language of your market (Mandarin, Japanese, Korean, or a major European language) is a strong plus Self-driven and detail-oriented, able to manage your own pipeline in a remote setup and deliver on a weekly cadence Bachelor's degree in Engineering, Physics, Economics, Finance, or a related subject; a technical background is a plus Familiarity with AI tools (ChatGPT, Claude, agent workflows) in a research workflow is a plus Show more Show less