Lead Research Analyst - Wafer Fabrication Equipment & Foundry
Core
Lead a team of analysts to produce deep technical and financial research on wafer fabrication equipment suppliers, chip foundries, and the semiconductor manufacturing ecosystem.
Role type
Senior IC Lead Research Analyst (Semiconductor Manufacturing)
Builds
Industry models, research notes, private briefings, and conference presentations for institutional investors and industry stakeholders.
Domain
Semiconductor industry, Wafer Fabrication Equipment (WFE), Foundry economics, AI infrastructure demand
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Equity research, Semiconductor industry analysis, Team leadership, Financial modeling (3-statement), Semiconductor manufacturing processes (lithography, deposition, etch, metrology, packaging), Capital cycle analysis, Excel, Data analysis
Preferred skills
Python, Automation, Advanced degrees (MBA/PhD)
Technologies
Excel, Python
Responsibilities
Lead and mentor a small team of analysts; Own coverage strategy for WFE vendors and foundries; Architect and maintain financial and industry models; Model equipment spending cycles and foundry capacity; Author major research publications; Advise institutional clients via briefings and direct conversations; Represent the firm at global industry conferences; Perform in-depth research on manufacturing processes and AI-driven demand trends.
Seniority
Senior, hands-on IC with team leadership
