Senior Analyst, Compute AI Semiconductor Market Modeling

Job Description:

  • 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
  • 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

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
  • Comprehensive benefits package (health, dental, vision, wellness, RRSP/401K Matching, annual fitness reimbursement)
  • Flexible vacation policy
  • Trusted device reimbursement program
  • Community involvement opportunities through charitable alliances
  • Wellness resources and support
  • Inclusive environment that prioritizes diversity, equity, and accessibility
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