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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.
Position Overview
SemiAnalysis is seeking an Economist to connect our proprietary semiconductor, supply chain, and datacenter datasets with the broader macroeconomic picture.
This role will lead the firm’s research on the economics of artificial intelligence, including AI infrastructure investment, productivity growth, labor market effects, economic diffusion, and the contribution of datacenter development to GDP.
The Economist will produce flagship research that informs investors, policymakers, technology companies, and other decision-makers. The ideal candidate combines rigorous economic research, strong quantitative capabilities, and the ability to communicate complex ideas to a broad and sophisticated audience.
Responsibilities
Author flagship, long-form research on the macroeconomics of AI, including:
AI and datacenter capital expenditure cycles
Productivity and economic growth effects
GDP contribution from AI infrastructure development
Labor market and employment impacts
The economics and pace of AI adoption and diffusion
Build quantitative models and forecasting infrastructure that translate complex data into actionable economic insights.
Develop LLM-driven research and estimation pipelines that convert unstructured information—such as company filings, earnings transcripts, news reports, and planning permits—into structured economic datasets and time series.
Translate SemiAnalysis ’s bottom-up datasets, including accelerator shipments, datacenter capacity, electricity demand, networking infrastructure, and related supply chain data, into top-down macroeconomic estimates.
Conduct econometric analysis and develop forecasts that can be used by investors, corporations, policymakers, and research institutions.
Engage with leading academic and policy debates involving:
Transformative AI and long-term economic growth
AI-driven productivity measurement
Explosive growth scenarios
Technological diffusion and innovation economics
Develop and communicate clear, informed views on where prevailing AI economic frameworks are accurate, incomplete, or incorrect.
Represent SemiAnalysis ’s economic research and perspectives through client discussions, podcasts, conferences, interviews, and public writing.
Work closely with analysts covering semiconductors, datacenters, energy, networking, and AI systems to produce integrated research.
Requirements
Bachelors' Degree in Economics or equivalent professional research experience.
Strong research background in one or more of the following areas:
Macroeconomics
Labor economics
Innovation economics
Productivity
Economic growth
Industrial organization
Demonstrated ability to produce rigorous economic analysis using real-world and imperfect datasets.
Strong empirical, econometric, and quantitative modelling skills.
Proficiency in Python or another relevant programming language, with the ability to independently build data pipelines, models, and forecasting tools.
Ability to collect, clean, structure, and analyze large amounts of messy or unstructured information.
Strong written communication skills, with experience producing research for audiences beyond a narrow academic specialization.
Evidence of widely read research, long-form journalism, essays, publications, or other analytical writing.
Genuine and informed interest in the economics of AI, including familiarity with transformative AI, productivity, automation, and technological growth debates.
Ability to work in a fast-paced research environment where accuracy, originality, and speed are equally important.
Preferred Skills
Experience integrating large language models into quantitative research workflows, including:
Agent-based research pipelines
Structured data extraction
Automated classification
Forecasting and estimation systems
Previous experience at a:
Central bank
Government or policy institution
Sell-side economics research team
Investment research firm
Economics-focused publication
Familiarity with semiconductor manufacturing, AI accelerators, datacenter infrastructure, energy markets, or networking systems.
Experience translating technical or industry-specific datasets into broader economic indicators and forecasts.
Strong public communication skills, including experience speaking with clients, appearing on podcasts, presenting research, or engaging with the media.
Ability to form independent views and challenge established economic assumptions using new evidence.
Growth Areas
This role offers the opportunity to:
Define and build SemiAnalysis ’s economics research coverage from the ground up.
Become a leading public voice on the macroeconomic consequences of artificial intelligence.
Develop proprietary economic indicators based on unique semiconductor, datacenter, energy, and supply chain datasets.
Expand into new research areas such as AI investment cycles, sovereign AI strategies, labor displacement, productivity measurement, and long-term economic growth.
Build advanced forecasting and research infrastructure using econometrics, machine learning, and LLM-driven workflows.
Work directly with investors, technology companies, policymakers, central banks, and other institutions shaping the development and adoption of AI.
Publish research with the potential to move markets, influence corporate strategy, and inform economic policy.
Grow into a leadership position overseeing economics research, forecasting, and broader macroeconomic coverage within SemiAnalysis .
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