Teams at SemiAnalysis

Conduct China-focused semiconductor and AI supply-chain research, produce data-rich equity notes and weekly coverage, build bottoms-up financial models for Chinese foundries, fabless designers, memory and equipment firms, monitor disclosures and policy, engage industry contacts, and support institutional clients with timely analysis.

Build and maintain bottoms-up supply-and-demand models for DRAM, HBM, and NAND; forecast demand, pricing, and financial impacts; publish data-rich research; conduct channel checks and client support; represent the firm at industry events and develop memory-market expertise across technology, capacity, and commercial datasets.

Research and forecast memory process-technology roadmaps (DRAM, NAND, HBM), evaluate manufacturing integration and economics, map technology transitions to equipment demand, benchmark vendor execution, translate technical disclosures into actionable research, and contribute to industry models and client-facing publications.