Consultant, AI & Semiconductors

Employment Type: Full-Time Work Setting: In-office/Remote Location: Chicago, New York, San Francisco Work hours: Office hours Find out more here: https://semianalysis.com 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 widely recognized as a leading authority in semiconductors and AI, with a deep bench of technical experts and a reputation for rigorous, first-principles analysis that informs strategic decisions across the industry. In addition to our research platform, SemiAnalysis works directly with leading technology companies, investors, and institutions through consulting engagements focused on market dynamics, technology strategy, and industry structure. Position Overview We’re hiring a Consultant – AI & Semiconductors to support consulting engagements and research initiatives across the semiconductor and AI ecosystem. This role is designed for technically minded generalists who enjoy working across multiple layers of the stack—from semiconductor architecture and manufacturing to AI systems, infrastructure, and software. You will work closely with senior consultants and research analysts to analyze complex technical topics, support client engagements, and translate technical developments into actionable strategic insights. This is a full-time role based in the United States. Responsibilities Technical Analysis: Conduct in-depth research and analysis across semiconductor technologies, AI models, compute infrastructure, and related ecosystems. Consulting Support: Contribute to consulting engagements by developing technical analysis, research insights, and analytical models that inform client decisions. Cross-Stack Research: Evaluate developments across the AI and semiconductor stack, including hardware systems, model architectures, and infrastructure deployments. Client Deliverables: Help prepare clear, structured outputs including reports, presentations, and technical briefings for clients. Collaboration: Work closely with research analysts and consulting leads to integrate proprietary research into consulting projects. Industry Monitoring: Track emerging technologies, startups, and industry trends across AI and semiconductor markets. Analytical Modeling: Support economic, technical, or market models that inform client strategy and investment decisions. Requirements At least 2+ years of relevant experience in consulting, research, engineering, industry analysis, or a related technical role. Technical background in semiconductors, AI/ML, computer engineering, electrical engineering, or computer science . Ability to understand and synthesize complex technical concepts across multiple domains. Strong analytical and problem-solving skills with attention to detail. Excellent written and verbal communication skills. Intellectual curiosity and willingness to explore new technical areas quickly. Ability to work independently while collaborating with a globally distributed team. Growth Area Deepen expertise across the full AI and semiconductor stack, from transistor-level innovations to large-scale AI systems and infrastructure. Develop stronger consulting skillsets, including problem structuring, hypothesis-driven analysis, and executive-level communication. Expand capabilities in translating complex technical insights into strategic recommendations for business and investment decisions. Build domain specialization in high-impact areas such as advanced nodes, AI model architectures, hyperscale infrastructure, and chip-to-system co-design. Gain exposure to client-facing engagements, with opportunities to lead workstreams and contribute to high-impact consulting deliverables. Develop quantitative modeling skills across technical, economic, and market domains to support strategic advisory work. Progress toward a senior consultant or subject matter expert role with influence over both research direction and client engagements.