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San Francisco, CA Full Time Posted by: SemiAnalysis Posted: Wednesday, 28 January 2026
 
 

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 expanding our team to deepen our coverage of the broader AI ecosystem and its impact on real-world industries. This is an opportunity to join a fast-growing, intellectually rigorous, and globally recognized team that influences strategic decisions at the highest levels. At SemiAnalysis, you'll work directly with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, and governments. Our culture is collaborative, flat, and fast-paced-offering the chance to shape high-impact research in a space undergoing unprecedented technological disruption.

Position Overview

We're hiring a Software Engineer - AI Economy to build internal software and analytical tooling that powers SemiAnalysis's AI economic research. This role is not product-facing; instead, you'll develop systems that model, simulate, and analyze the economic behavior of AI workloads at scale.

Your work will directly support forecasting models used by investors, enterprises, and governments evaluating AI deployment strategies.

What You'll Do
  • Build internal tools and simulations modeling AI training and inference economics.
  • Engineer frameworks to analyze cost, performance, and scaling behavior across workloads.
  • Integrate benchmarking data into economic models.
  • Collaborate with researchers to translate technical tooling into insight-driven outputs.
  • Continuously improve model fidelity and performance.
What We're Looking For
  • Strong software engineering background (Python preferred).
  • Familiarity with ML systems, inference, or distributed computing.
  • Interest in AI economics and infrastructure.
  • Ability to build clean, extensible analytical systems.
  • Full-time role based in the United States.
Why SemiAnalysis?

At SemiAnalysis, you're placed directly inside the most important conversations shaping the future of AI and semiconductors. You'll develop a first-principles understanding of the technical and economic dynamics behind the world's most consequential technology, with rare end-to-end visibility across the entire stack-from silicon and systems to models, software, and real-world deployment. Our work is read and relied upon by the people allocating capital, building infrastructure, and setting strategy across the industry, giving your research and analysis real, measurable impact.

The environment is built for learning and autonomy. You'll have the freedom to chase interesting ideas, dig into emerging trends early, and continuously expand your technical and economic toolkit, supported by generous PTO, office stipends, competitive healthcare (medical, dental, vision), and support for conferences and ongoing learning.

San Francisco, CA, United States of America
IT
SemiAnalysis
Click apply
JS26489_25303_AAB0024F9FE77E1752E7D4931E63C228
1/28/2026 7:31:40 AM
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