Research Analyst, AI Server Hardware & Components
Core
Track AI server hardware configurations, component content, and supply chain dynamics to provide ground-truth data for industry research and investor insights.
Role type
Junior Research Analyst (AI Server Hardware & Components)
Builds
Industry models, public equity research reports, and consulting deliverables for investors and semiconductor companies.
Domain
Semiconductor industry, AI infrastructure, server hardware supply chain
Required skills
industry analysis, supply chain analysis, hardware engineering, semiconductor research, data analysis, Microsoft Excel, English (professional proficiency)
Preferred skills
Mandarin, server teardowns, bill-of-materials analysis, component cost estimation, hardware benchmarking, NVIDIA/AMD roadmap familiarity, hyperscaler custom silicon knowledge, networking components expertise, datacenter power/cooling infrastructure knowledge, Python
Technologies
Microsoft Excel, Python
Responsibilities
Track AI server platform configurations across generations and vendors; build and maintain bill-of-materials datasets; monitor ODM/OEM ecosystem and supplier positioning; surface actionable findings on supply chain changes; maintain structured datasets; contribute to research publications; support client inquiries.
Seniority
Junior, 0–3 years experience