Research Analyst, AI Server Hardware & Components

Employment Type: Full Time

Work Setting: Remote

Work Location: Taiwan preferred; international candidates considered

Work Hours: Office hours

Find out more here:

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 a leading authority on the semiconductor supply chain, with a high concentration of industry experts within one team and a deep-rooted passion for understanding the intricacies of the industry.

We are a global team of analysts with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry-shaping research while participating in numerous conferences annually.

Our newsletters reach more than 200,000 subscribers worldwide, including senior management and C-suite leaders at leading semiconductor and AI companies.

We also offer three core products:

• Industry Models – We develop and publish industry models covering accelerator shipments, datacenter 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 OverviewWe are seeking a junior Research Analyst – AI Server Hardware & Components to track AI server hardware configurations and component content, providing the ground-truth layer beneath our accelerator, supply chain, and datacenter research.

Every generation of AI servers changes what is inside the box, including accelerators, CPUs, memory, storage, NICs and DPUs, power delivery, cooling systems, PCBs, substrates, cables, and connectors.

This role will be responsible for understanding exactly what ships in each AI server and rack platform, in what quantities, from which suppliers, and how component content changes from one generation to the next.

The research produced in this role will feed directly into SemiAnalysis’ AI server and component supply chain research used by some of the world’s largest investors and semiconductor companies.

This is a remote role, with Taiwan strongly preferred due to its position at the centre of the ODM and component ecosystem and the opportunity for regular in-person engagement with industry contacts. Strong candidates in other locations will also be considered.

Responsibilities

• Track AI server platform configurations across generations and vendors, including NVIDIA NVL-class rack systems, AMD platforms, Google TPU, AWS Trainium, and other custom ASIC systems, down to board-level content.

• Build and maintain detailed bill-of-materials and component-content datasets covering accelerator and CPU counts, memory, storage, networking, NICs, DPUs, switches, optics, connectors, cables, power delivery, cooling systems, PCBs, and substrates.

• Track changes in server and rack architecture across platform generations and identify how these changes affect component requirements and supplier opportunities.

• Monitor the ODM and OEM ecosystem, including Foxconn, Quanta, Wistron, Inventec, Supermicro, and other major server manufacturers.

• Track platform allocations, shipment trends, production developments, and rack integration activity across ODMs and OE...