Research Analyst, Datacenter

SemiAnalysis

6d • Hybrid

About The Position

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 the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies. We’re a global team of over 50 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in 40+ conferences annually. Our newsletter reaches more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies. We also offer three core products: Industry Models, Core Research, and Consulting and Technical Due Diligence.

Requirements

• 1-5 years of experience in equity research, investment banking, strategy consulting, or a datacenter industry role, with direct exposure to China-focused research or companies.
• Strong working understanding of the China AI infrastructure value chain, including geographical trends, major players, and supply chains.
• Ability and willingness to dig into China-specific disclosures, policy documents, and industry data and translate them into defensible forecasting 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.

Nice To Haves

• Own and build proprietary models, progressing to full ownership of China datacenter and AI forecasting
• Strengthen China policy and market insight, translating regulations and disclosures into financial impact
• Deepen technical AI infrastructure knowledge and connect hardware constraints to business outcomes
• Lead research publications with high-impact, data-driven reports
• Expand industry network across China’s ecosystem
• Drive new research areas in adjacent AI and cloud topics
• Mentor and contribute to scaling team capabilities and internal framework

Responsibilities

• Contribute to building the SemiAnalysis China Datacenter Industry Model. Built on SemiAnalysis’ world-class expertise of tracking datacenters, the model will track the infrastructure buildout and strategy of Chinese hyperscalers, AI labs, and datacenter developers in China.
• Contribute to building a location-by-location tracker and forecast of the Chinese datacenter industry. Track datacenter self-build, leasing trends, and major AI compute clusters. Understand the supply-demand dynamics of the industry by monitoring key upstream and downstream trends impacting China's datacenter buildout, such as LLM progress, regulatory developments, and semiconductor constraints.
• Publish concise, data-rich notes, covering the most consequential China datacenter and AI infrastructure developments, policy shifts, and competitive dynamics.
• Engage investor-relations teams, industry executives, and ecosystem participants to deepen our understanding of individual companies and the broader China datacenter and AI Infrastructure landscape.
• Support clients via calls and the SemiAnalysis support portal, delivering timely, well-researched insight on China-related developments.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed