Build, refine, and own technical quality of TechInsights' proprietary Compute AI model, synthesizing teardown, reverse-engineering, costing, and market intelligence data
Maintain end-to-end market model for SoC processors and AI accelerators, covering market share, forecasts, bottom-up analysis by player/product, Silicon IP, design supply-chain, foundry/wafer demand, AI xPU performance, power demand, and token economics, extending into fabless, foundry, OEM, and hyperscaler segments
Apply problem-solving and AI-enabled tools to accelerate modeling of AI silicon, packaging, and system-level cost/performance trends
Document and evolve modeling methodology to scale across the Compute/AI practice
Research, write, and publish senior-level technical analysis on the model's insights and supply chain implications
Partner with other analysts across the Market Intelligence organization, serving as a technical resource and mentor (including for the team's AI Market Intelligence Analyst)
Contribute to the team's Innovation & R&D agenda and represent modeling capability in internal forums and cross-functional planning
Present model findings to clients and executives, translating complex output into clear narratives for non-technical audiences
Support select high-value client engagements as a subject matter expert (routine inquiries/sales support owned by junior coverage)
Requirements
8+ years of experience in semiconductor market research, technology analysis, or related field, with demonstrated ownership of a product, model, or analytical framework over time
Deep technical and analytical expertise in semiconductor markets and data modeling, including proficiency with sophisticated modeling techniques and AI-enabled tools
Strong understanding of the semiconductor supply chain, including fabless, foundry, OEM, and hyperscaler segments
Proven ability to solve complex, ambiguous problems with creativity, rigor, and independent judgment, using minimal guidance
Experience mentoring junior analysts and acting as a technical go-to resource across teams
Strong communication skills, with ability to translate complex technical concepts for both technical and executive audiences
Bachelor's degree in Electrical Engineering, Computer Engineering, Computer Science, or related field
Benefits
Company-sponsored training and development opportunities