SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries, providing in-depth coverage from semiconductor fabrication to cutting-edge AI models and infrastructure.
Company facts
- Founded
- 2020
- Headquarters
- United States
- CEO
- Dylan Patel
About
SemiAnalysis is a global team of analysts and engineers, publishing more than 100 articles a year and participating in 40+ conferences, recognized as the leading authority on the semiconductor supply chain, and a deep-rooted passion for delving into the intricacies of the world’s most advanced industry. The SemiAnalysis newsletter boasts over 200k subscribers, including senior management and C-suite teams from major semiconductor and AI companies. Some of our industry-shaping articles are: ClusterMAX™: World’s first GPU cloud rating system with over 90%+ coverage of the market – aimed to help raise the industry bar & provide a north star for customers. MI300X vs H100 vs H200 Training: Extensive Benchmarking & analysis of CUDA & ROCm training developer experience & relative performance. Trainium2 Architecture & Networking: Deep Dive into Amazon’s new Trainium2 rack scale system & 3D torus scale up topology. We offer four institutional products: Industry Models, Core Research, Data Product, and Consulting and Technical Due Diligence. We’re also looking for new talent.
Open positions
Research Analyst, AI Server Hardware & Components
The Research Analyst will track and document AI server hardware configurations, component content, and supply chain trends to support SemiAnalysis' research products. The role involves maintaining detailed datasets and conducting industry research, with a strong preference for candidates based in Taiwan.