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Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Research Analyst, Datacenter
- Location
- Singapore · Remote
- Type
- Full time
- Posted
- 3MO AGO
About the role
Position Overview
We are seeking a China-focused Research Analyst to translate deep technical and market insight into financial insight on China’s datacenter and AI ecosystem for our institutional clients.
Key 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.
Qualifications
- 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.
Growth Areas
- 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 frameworks.
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