Senior Analyst, Semiconductor Manufacturing Economics
OUR STORY TechInsights is the information Platform for the semiconductor industry. Regarded as the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding markets, TechInsights’ content informs decision makers and professionals whose success depends on accurate knowledge of the semiconductor industry—past, present, or future. Over 650 companies and 150,000 users access the TechInsights Platform, the world’s largest vertically integrated collection of unmatched reverse engineering, teardown, and market analysis in the semiconductor industry. This collection includes detailed circuit analysis, imagery, semiconductor process flows, device teardowns, illustrations, costing and pricing information, forecasts, market analysis, and expert commentary. TechInsights’ customers include the most successful technology companies who rely on TechInsights’ analysis to make informed business, design, and product decisions faster and with greater confidence. For more information, visit www.techinsights.com. WHY WORK WITH US Company-sponsored training and development opportunities Comprehensive benefits package (health, dental, vision, wellness, RRSP/401K Matching, annual fitness reimbursement) Flexible vacation policy Bring your own device program Community involvement opportunities through charitable alliances: https://www.techinsights.com/community-involvement Wellness resources and support Inclusive environment that prioritizes diversity, equity, and accessibility High-growth company driven by high performance Expected salary range: $111,945 to $118,530 USD THE OPPORTUNITY The Senior Analyst, Semiconductor Manufacturing Economics (SME) monitors publicly available financial releases and announcements from key semiconductor manufacturers and capital equipment companies, using that data to maintain and update the SME Company Analysis and Equipment Analysis spreadsheets. The analyst cross-correlates financial data against SME model results to validate and calibrate models across capacity, capital spending, depreciation, cost, and margin data. This is largely independent work performed under the close direction of the President of SME, with some interaction with other members of the SME team. Success in the first year is defined as taking full ownership of both models and getting them fully up-to-date and calibrated against SME model data. WHAT YOU’LL DO Follow key semiconductor manufacturer announcements and financial releases (CXMT, Global Foundries, Intel, Kioxia, Micron Technology, Samsung, SK Hynix, SMIC, TSMC, YMTC) Follow key semiconductor capital equipment company announcements and financial releases (AMAT, Lam, KLA, ASML, TEL, etc.) Maintain SME Company Analysis and Equipment Analysis spreadsheets Assist the President and Director of SME in maintaining and updating the SME models Cross-correlate financial releases, SME model results, and the company models sheet to validate and calibrate models across capacity, capital spending, depreciation, cost, and margin data WHAT YOU’LL BRING Minimum of ten years working as an analyst at a financial or market research firm following the semiconductor industry and semiconductor capital equipment industry. An established network with contacts throughout the semiconductor and equipment industry. Excellent Excel and PowerPoint skills. Excellent analytical skills. Must be a self-starter capable of seeing complex projects through to completion with minimal supervision. Bachelor’s degree in business or economics. Chartered Financial Analyst certification is a plus. As part of the recruitment process for this position, you will be required to submit your latest citizenship and/or permanent residency information. This information will be used to comply with U.S. Export Control Laws and Regulations. WORKING ARRANGEMENT Full time, remote position Technology knows no bounds, and neither does TechInsights. Bringing together talented humans from different perspectives, backgrounds and abilities is something we take seriously. We’re committed to building an inclusive environment that welcomes you to be your authentic self and allows us to push past the boundaries together. TechInsights is committed to meeting the needs of people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. AI technology may be used to assist in the screening and assessment of applications for this position. Our recruiters are involved at every stage, and all hiring decisions are made by People and hiring teams. As part of any recruitment process, TechInsights collects and processes personal data relating to job applicants. We are committed to being transparent about how we collect and use that data and to meeting our data protection obligations. Our Privacy policy can be referenced here: https://www.techinsights.com/privacy-policy Apply To This Job