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
Deliverable
production ML models | product features | dashboards & analysis | research
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