Employment Type: Full-Time
Work Setting: In-office/Hybrid
Work Location: Hillsboro, Oregon (United States)
Work Hours: Office hours
Find out more here: https://semianalysis.com
We are seeking a Hardware Research Analyst to join our team in Hillsboro, OR, producing published technical analysis of leading-edge AI and datacenter hardware. You will take products through teardown in our lab and turn physical evidence into the research the industry reads first.
Each product becomes a body of published work, and you write it: the most important stories of the teardown told in technical prose, backed by the complete data and analysis.
The role rewards the analyst temperament. The strongest people in this work follow the industry in real time, keep up with conferences and papers, work their networks constantly, and want their name on research that holds up in front of the people who built the product.
We have several open roles in the lab; apply to the closest fit and we'll route you.
Responsibilities
Publish a complete body of work for each product, from the most important stories of the teardown through the full data and analysis
Own products end to end: acquisition planning, teardown strategy, lab analysis, interpretation, and publication
Analyze hardware at every level: silicon process and die architecture, packaging, memory, power delivery, interconnect, board and system design, and cost
Set the analytical plan for each teardown; operate the toolchain and direct more specialized work as needed
Maintain contemporaneous coverage of the industry through conferences, papers, patents, and supply chain signals, and bring it into every report
Build and work an expert network across the supply chain to test and sharpen conclusions
Translate physical evidence into architectural intent, cost structure, and roadmap implications
Contribute to the growth and expansion of the lab's capabilities and output; bring your unique skills to a strong and expansive team
Requirements
We are hiring at all experience levels: 2+ years in hardware or silicon engineering, system architecture, or technical industry analysis is preferred; exceptional candidates at any level are encouraged to apply
Genuine exposure to leading-edge parts
Broad functional knowledge of AI and datacenter hardware: GPUs, CPUs, accelerators, memory, networking, power delivery, and packaging, from die to rack
Strong technical writing with work you can show: published articles, papers, or substantial long-form technical documents
An established research habit: you already track this industry through conferences, papers, and product launches
Ability to reason across layers, from device and circuit through architecture, system, workload, and cost
Hands-on experience with, or strong aptitude for, semiconductor sample preparation and analytical tools such as precision polishing, FIB, SEM, and related electron-beam, X-ray, and compositional methods
Helpful Skills
Direct engineering experience on leading-edge silicon or systems: design, architecture, validation, silicon debug, failure analysis, or manufacturing
Interpreting micrographs, die imagery, and electrical measurements to infer design and process characteristics
Cost modeling: die cost, bill of materials, and total cost of ownership
Advanced packaging knowledge (2.5D/3D integration, hybrid bonding, HBM, co-packaged optics)
Python for data analysis and engineering tasks (image analysis, data pipelines, automation)
A public technical writing track record or existing industry following
Conference participation as attendee or presenter (ISSCC, IEDM, VLSI, Hot Chips, ISTFA, PAINE, ECTC, OCP)
Strong professional network of experts
Growth Areas
Deepen coverage of next-generation AI hardware: custom accelerators, chiplet-based designs, HBM, and optical interconnect
Build hands-on depth across the lab's analytical toolchain, from sample preparation through electron microscopy and compositional analysis
Grow a public research profile through bylined reports, conference engagement, and standing with industry experts
Strengthen collaboration with research, manufacturing, and market teams to translate findings into high-impact strategic insight
Progress toward a lead analyst or subject matter expert role with influence over research direction, technical coverage, and industry perspective
What Makes Someone Great
You understand hardware broadly and hold the whole stack, from transistor to rack, in view at once
Your technical writing holds up under expert scrutiny
You respond well to criticisms of and challenges to your technical interpretations
You follow this industry because you want to, and it shows in what you already know
You can tell what is real and what is artifact in physical data
You are drawn to investigate, you ship, and you close your own loops
You deliver on your responsibilities and support others in theirs; you treat everyone you work with as a peer and leave concepts of hierarchy at the door
Location & Authorization
80% onsite in Hillsboro, OR. US work authorization required; no visa sponsorship. Competitive compensation commensurate with experience!
About SemiAnalysis
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 – we develop and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.
Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.
SemiAnalysis LLC participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information, visit e-verify.gov
E-Verify Poster: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
Right to Work Poster: https://www.justice.gov/crt/case-document/file/1133936/dl-inline=
Bridging the gap between business and the worlds most important industry.
