Memory Analyst

**Employment Type: Full-Time** Work Setting: Remote Work Location: Korea Work Hours: Office hours Find out more here: https://semianalysis.com **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’re a global team of over 50 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry‑shaping articles while participating in 40+ conferences annually. Our newsletter reaches 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, 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, distills 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. ### **1) Position Overview** SemiAnalysis is seeking a highly motivated **Memory Analyst** to support our research and industry-modelling efforts across the Korean semiconductor ecosystem, with a particular focus on the memory industry. This role is ideal for an intellectually curious and numbers-driven analyst who can combine financial analysis, industry research, and primary-source intelligence to identify the core operating and financial drivers of semiconductor companies. The successful candidate will work closely with senior SemiAnalysis analysts to: - Maintain detailed financial and industry models. - Conduct company, market, and supply-chain research. - Engage directly with semiconductor industry participants. - Publish timely, data-rich analysis for institutional clients and the broader semiconductor industry. We place greater emphasis on analytical ability, attention to detail, intellectual curiosity, and demonstrated semiconductor industry knowledge than on academic pedigree, looking for someone who can join as soon as possible. ## 2) Responsibilities ### Financial and Industry Analysis - Build, maintain, audit, and improve detailed financial models for Korean and global semiconductor companies. - Analyze company earnings, financial statements, revenue and earnings drivers, operating metrics, capital expenditure, manufacturing capacity, product mix, pricing, gross and operating margins, technology transitions, and competitive positioning. - Rapidly identify the key factors affecting a company’s revenue, profitability, capacity, pricing, technology roadmap, and customer demand. - Support SemiAnalysis’s memory research across DRAM, High-Bandwidth Memory (HBM), NAND flash, enterprise SSDs, memory equipment, semiconductor materials, and related supply chains. ### Research and Market Intelligence - Monitor and evaluate earnings calls, company disclosures, regulatory filings, industry and technology news, product and manufacturing roadmaps, supply-chain developments, pricing information, and market data. - Translate Korean-language disclosures, industry developments, and channel checks into clear, actionable English-language research. - Conduct proactive primary research with semiconductor…