Lead Research Analyst - Semiconductors & Technology Hardware

About Qualitate

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis - replacing weeks of manual research with hours of high-signal output.

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis - replacing weeks of manual research with hours of high-signal output.

Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence.

Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate's AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies, queryable instantly in natural language. Our customers include some of the world's largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms.

Semis is a supply chain that telegraphs itself months in advance, and the people who see it first are inside it: foundry and OSAT contacts, VARs/distributors, EMS and ODM partners, procurement leads, and the engineers specifying the next design win. Lead times, bookings, wafer starts, channel inventory, pricing discipline, and capex intent all surface in those conversations long before they reach an earnings print.

Speaking to these experts works, but it has traditionally been hard to scale - language barriers emerge, scheduling and costs become prohibitive. Qualitate has solved that in several other sectors, and semis is up next.

We're seeking an analyst who knows which questions matter, which signals are real, and how to turn a live stream of frontline conversations into research that drives markets. Reporting to the Director of Research, you'll shape the semis roadmap, decide what we cover and when, and publish the insights that establish this coverage. You'll be in front of investors and corporate teams, accountable for the quality of the research and the reputation of Qualitate's semis franchise.

• Design the coverage from the ground up - deciding which markets and companies we track, which stakeholders across the value chain are worth interviewing, and what questions actually produce actionable forward-looking signal in this industry.
• Leverage the company’s proprietary datasets to uncover insightful company and market trends across semiconductors, EDA, semi cap equipment, AI infrastructure, data centers, and technology hardware supply chains for investment funds and corporate clients.
• Develop forward-looking analyses and uncover industry dynamics, key growth drivers, and demand shifts across themes including accelerator and custom silicon demand, node and foundry transitions, advanced packaging and HBM capacity, lead times and inventory positioning, and the power and land constraints shaping data center buildout.
• Contribute thought leadership by creating high-impact content for our newsletter and client communications.
• Clearly and effectively communicate actionable insights to clients and prospects through calls, webinars, and events.
• Contribute domain expertise and research judgement to hone the fidelity of our first-to-market research methodology; partner with product and engineering teams on design to continue the creation of our best-in-class AI-native research platform.
• Stay ahead of emerging trends, technologies, and innovators shaping the future of compute and connectivity - from advanced packaging and optical interconnect to LEO constellations and satellite hardware, and more.

• 4+ years professional experience in data-driven research creation. Equity research, financial analysis, market research, and/or consulting roles.
• You understand the fundamental research…