China-focused Research Analyst (Semiconductor and AI)

Location: Remote in Singapore or the United States; work hours follow office hours.

Company

hirify.global is an independent research and analysis firm specializing in the semiconductor and AI industries, covering the global supply chain, technical products, infrastructure, and investment-relevant market developments.

What you will do

• Translate proprietary technical and supply-chain research into quantitative and qualitative assessments of revenue, margins, TAM, and competitive positioning for China-based and China-exposed companies.
• Publish concise, data-rich research notes, including a weekly note, on China’s semiconductor, AI, and hardware supply-chain developments.
• Monitor earnings calls, regulatory filings, policy announcements, product launches, and industry events across China, identifying key catalysts.
• Build and maintain bottoms-up models for Chinese foundries, fabless chip designers, memory vendors, equipment suppliers, and AI hardware companies.
• Partner with technologists on research covering China-specific architectures, manufacturing capabilities, localization, export controls, and supply-chain substitution.
• Engage investor-relations teams, industry executives, and ecosystem participants, and support institutional clients through calls and the support portal.

Requirements

• 1–5 years of experience in equity research, investment banking, strategy consulting, or a semiconductor industry role, with direct exposure to China-focused research or companies.
• Strong understanding of the China semiconductor and AI hardware value chain, including foundries, fabless companies, memory, equipment, materials, and downstream AI applications.
• Ability to analyze China-specific disclosures, policy documents, and industry data and convert them into defensible financial assumptions.
• Experience building and defending bottoms-up models from limited or fragmented disclosures.
• Exceptional written communication, analytical rigor, and the ability to work in a fast-moving news and policy environment.
• Collaborative approach and ability to present nuanced views to sophisticated institutional clients.

Culture & Benefits

• Remote work arrangement available from Singapore or the United States.
• Work with a global group of more than 50 analysts covering the semiconductor supply chain and AI ecosystem.
• Opportunity to deepen expertise in China’s semiconductor ecosystem, policy frameworks, domestic substitution, and competitive dynamics.
• Develop financial modeling, scenario analysis, primary research, and cross-border market analysis capabilities.
• Potential progression toward a senior analyst or sector lead role with ownership of China coverage.