APAC Datacenter Research Analyst - AI Infrastructure

Dover; Singapore; Hybrid; SGD 70,000 - 120,000; Full time

Job summary

SemiAnalysis is seeking an APAC-focused Research Analyst to translate deep technical and market insight into financial insight on datacenter and AI infrastructure across Southeast Asia and the broader Asia-Pacific region for institutional clients.

You will build APAC coverage, forecast capacity, and publish data-heavy notes, engaging with investors, developers, and utilities to deliver timely, rigorous views.

Qualifications

• 1–5 years in equity research, investment banking, strategy consulting, or a datacenter/infrastructure role.
• Solid working knowledge of APAC datacenter value chain and regional players.
• Willingness to dig through filings, government and utility documents, permits, and local-language sources.
• Excellent writing: clear, analytical, data-driven.
• Proven ability to build and defend bottom-up models from limited disclosures.
• Comfortable in a fast-moving news/policy environment.

Responsibilities

• Help build out APAC coverage for the Datacenter Industry Model across multiple APAC markets.
• Maintain a site-by-site tracker and forecast of APAC datacenter capacity.
• Follow regional drivers: policy, land, incentives, and connectivity.
• Publish short, data-heavy notes on APAC datacenter and AI infra developments.
• Talk with investor-relations, developers, utilities, EPCs, and other ecosystem players.
• Support clients through calls and the SemiAnalysis support portal with timely insights.

Skills

Analytical thinking

Strong writing

Bottom-up modeling

APAC market knowledge

Education

Bachelor's degree

Finance/Engineering background

Tools

Excel

Data analysis

Job description

SemiAnalysis is seeking an APAC-focused Research Analyst to translate deep technical and market insight into financial insight on datacenter and AI infrastructure across Southeast Asia and the broader Asia-Pacific region for institutional clients.

You will build APAC coverage, forecast capacity, and publish data-heavy notes, engaging with investors, developers, and utilities to deliver timely, rigorous views.