Senior Analyst, Compute AI Semiconductor Market Modeling
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Job Description
Senior Analyst, Compute AI Modeling with deep technical expertise in semiconductor markets. Responsible for developing and refining the proprietary Compute AI model at TechInsights.
Responsibilities:
- 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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