Semiconductor Analyst - APAC Remote

PARK AND PARTNERS CONSULTANCY PTE. LTD.; Santo Niño 1st; Remote; PHP 420,000 - 720,000; Full time

Job summary

PARK AND PARTNERS CONSULTANCY PTE. LTD. is seeking a proactive equity research professional to focus on semiconductors and AI infrastructure. You will conduct primary research, track industry indicators, and transform market intelligence into structured datasets while developing independent investment views.

Fresh graduates are welcome, with 0–5 years of experience. Strong analytical skills and familiarity with AI tools are valuable in this fast-paced remote role.

Qualifications

• 0–5 years' experience in equity research, semiconductor industry, consulting or another analytical/technical role.
• Fresh graduates are welcome.
• Good understanding of at least one semiconductor or AI infrastructure sub-sector, including key companies, supply chains and industry drivers.
• Genuine passion for technology and the ability to develop your own independent views.
• Strong analytical and numerical capabilities with an evidence-first research mindset.
• Good interviewing and communication skills.
• Bachelor's degree in Engineering, Physics, Economics, Finance or a related discipline.
• Familiarity with AI tools such as ChatGPT, Claude or AI agent workflows would be advantageous.

Responsibilities

• Conduct primary research within your semiconductor or AI infrastructure specialisation.
• Track high-frequency industry indicators including company disclosures, monthly revenues, capacity, pricing, local news and channel checks.
• Transform market intelligence into structured and comparable datasets.
• Maintain and expand sector models and research trackers.
• Connect bottom-up industry evidence with broader global AI and semiconductor demand trends.
• Develop independent investment views and produce concise, differentiated research notes.
• Work closely with research, data and engineering teams.
• Contribute directly to the development of next-generation Equity Research AI Agent products.

Skills

Analytical thinking

Numerical skills

Independent thinking

Communication

Education

Engineering

Physics

Economics

Finance

Tools

ChatGPT

Claude

AI agent workflows

Job description

SUMMARY
We are partnering with a fast-growing AI-driven investment research company serving global public equity markets.

This is an exciting opportunity for someone who is genuinely passionate about semiconductors, AI hardware and technology and wants to build a career at the intersection of technology, investment research and AI.

What You’ll Do

• Conduct primary research within your semiconductor or AI infrastructure specialisation.

• Track high-frequency industry indicators including company disclosures, monthly revenues, capacity, pricing, local news and channel checks.

• Transform market intelligence into structured and comparable datasets.

• Maintain and expand sector models and research trackers.

• Connect bottom-up industry evidence with broader global AI and semiconductor demand trends.

• Develop independent investment views and produce concise, differentiated research notes.

• Work closely with research, data and engineering teams.

• Contribute directly to the development of next-generation Equity Research AI Agent products.

Areas We Are Hiring For

We are interested in candidates with knowledge or experience in at least one of the following areas:

• Foundry & Advanced Packaging – leading-edge nodes, CoWoS/SoIC, OSAT

• Memory & HBM – DRAM, NAND, HBM supply, pricing and capacity

• AI Accelerators & Custom Silicon – GPU, ASIC/XPU and chip-design ecosystems

• AI Networking & Optics – switches, transceivers, CPO/LPO, DSP and interconnect

• Semiconductor Equipment & Materials – lithography, etch/deposition, metrology, wafers and substrates

• AI Servers / ODM / EMS – rack architecture, liquid cooling, power delivery and components

• Data Centre Power & Infrastructure

• AI Models & Tokenomics

• Adjacent areas including analog/power semiconductors, EDA/IP, PCB and passives

What We’re Looking For

• 0–5 years' experience in equity research, semiconductor industry, consulting or another relevant analytical/technical role.

• Fresh graduates are welcome.

• Good understanding of at least one semiconductor or AI infrastructure sub-sector, including key companies, supply chains and industry drivers.

• Genuine passion for technology and the ability to develop your own independent views.

• Strong analytical and numerical capabilities with an evidence-first research mindset.

• Good interviewing and communication skills.

• Bachelor's degree in Engineering, Physics, Economics, Finance or a related discipline.

• Familiarity with AI tools such as ChatGPT, Claude or AI agent workflows would be advantageous.

• Self-driven and comfortable working independently in a remote, fast-moving environment.

Please note only shortlisted candidates will be contacted.