MTS - Research Analyst Intern, AI Infrastructure & Economics

SemiAnalysis • San Francisco, CA

6h • 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 are a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually. Our newsletters reach 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

• Comfort with spreadsheets, basic accounting, percentages, and financial statements.
• Ability to explain a calculation and check its units.
• Clear writing, and care with source records.
• Evidence of interest in AI, technology markets, or business economics through reading, coursework, projects, or work.
• Willingness to ask questions, learn unfamiliar concepts, and revise your work after feedback.

Nice To Haves

• Coursework or projects in finance, economics, accounting, consulting, or a comparable analytical field.
• A company model, investment memo, or independently researched article that shows your ability.
• Python and SQL are optional and useful, but not expected.

Responsibilities

• Collect and check company, pricing, capacity, and funding data.
• Maintain sources, and distinguish reported facts from estimates.
• Build or update a focused spreadsheet model.
• Draft a short research note and explain the calculations behind it.

Benefits

• You will finish the internship with a completed research project, a model you built or maintained, and a written note you can explain end to end.
• Strong interns are a natural pipeline into the Research Analyst, AI Infrastructure & Economics role.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed