Senior Analyst, Compute AI Semiconductor Market Modeling

OUR STORY TechInsights is the information Platform for the semiconductor industry. Regarded as the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding markets, TechInsights’ content informs decision makers and professionals whose success depends on accurate knowledge of the semiconductor industry—past, present, or future. Over 650 companies and 150,000 users access the TechInsights Platform, the world’s largest vertically integrated collection of unmatched reverse engineering, teardown, and market analysis in the semiconductor industry. This collection includes detailed circuit analysis, imagery, semiconductor process flows, device teardowns, illustrations, costing and pricing information, forecasts, market analysis, and expert commentary. TechInsights’ customers include the most successful technology companies who rely on TechInsights’ analysis to make informed business, design, and product decisions faster and with greater confidence. For more information, visit www.techinsights.com . WHY WORK WITH US 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: https://www.techinsights.com/community-involvement Wellness resources and support I nclusive environment that prioritizes diversity, equity, and accessibility High-growth company driven by high performance Expected salary range: $118,065 USD to $125,010 USD THE OPPORTUNITY TechInsights is seeking a Senior Analyst, Compute AI Modeling. The ideal candidate will be an experienced contributor who brings deep technical and analytical expertise to TechInsights’ Compute and AI semiconductor coverage. The incumbent owns the development and continuous refinement of TechInsights’ proprietary Compute AI model — a unique synthesis of teardown, reverse-engineering, costing, and market intelligence data designed to position TechInsights ahead of peers and provide unmatched visibility into the AI compute supply chain. As a senior team member, the incumbent applies creative, logical, and technical problem-solving to complex modeling challenges, increasingly leveraging AI-enabled tools and methods to accelerate and deepen analysis. The role carries broad cross-functional exposure, partnering with analysts across the Market Intelligence organization’s coverage areas to ensure the model reflects and informs the full breadth of TechInsights’ semiconductor intelligence. The Senior Analyst also plays a key mentoring role, helping junior analysts — including those building visibility and market presence in adjacent AI coverage areas — grow their technical and analytical skills. This is the steady, expert counterpart to the team’s more externally-facing AI coverage: where junior analysts actively gather new insights and build market attention, the Senior Analyst, Compute AI Modeling, provides the deep, durable analytical backbone that gives that insight lasting authority. WHAT YOU’LL DO 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 (including for the team's AI Market Intelligence Analyst) 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 (routine inquiries/sales support owned by junior coverage) WHAT YOU’LL BRING 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 As part of the recruitment process for this position, you will be required to submit your latest citizenship and/or permanent residency information. This information will be used to comply with U.S. Export Control Laws and Regulations. WORKING ARRANGEMENT Full-time, remote positions based in the US Primarily sedentary work performed in a standard office or remote/home office environment Extensive use of a computer, including prolonged periods of sitting, typing, and viewing a computer screen Requires the ability to communicate effectively, both verbally and in writing, with internal team members and external clients Occasional travel (~5%) for client and internal meetings Technology knows no bounds, and neither does TechInsights. Bringing together talented humans from different perspectives, backgrounds and abilities is something we take seriously. We’re committed to building an inclusive environment that welcomes you to be your authentic self and allows us to push past the boundaries together. TechInsights is committed to meeting the needs of people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. AI technology may be used to assist in the screening and assessment of applications for this position. Our recruiters are involved at every stage, and all hiring decisions are made by People and hiring teams. As part of any recruitment process, TechInsights collects and processes personal data relating to job applicants. We are committed to being transparent about how we collect and use that data and to meeting our data protection obligations. Our Privacy policy can be referenced here: https://www.techinsights.com/privacy-policy