Economist

Employment Type:

Full-Time

Work Setting:
In-office

Work Location:

New York / San Francisco

Work Hours:

Office hours

Find out more here:

Semi Analysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.

We are a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually.

Our newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.

We also offer three core products:

• Industry Models – we develop and publish industry models on accelerator shipments, data centre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
• Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.
• Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.

Semi Analysis is seeking an Economist to connect our proprietary semiconductor, supply chain, and datacenter datasets with the broader macroeconomic picture.

This role will lead the firm’s research on the economics of artificial intelligence, including AI infrastructure investment, productivity growth, labor market effects, economic diffusion, and the contribution of datacenter development to GDP.

The Economist will produce flagship research that informs investors, policymakers, technology companies, and other decision-makers. The ideal candidate combines rigorous economic research, strong quantitative capabilities, and the ability to communicate complex ideas to a broad and sophisticated audience.

• Author flagship, long-form research on the macroeconomics of AI, including:
  • AI and datacenter capital expenditure cycles
  • Productivity and economic growth effects
  • GDP contribution from AI infrastructure development
  • Labor market and employment impacts
  • The economics and pace of AI adoption and diffusion
• Build quantitative models and forecasting infrastructure that translate complex data into actionable economic insights.
• Develop LLM-driven research and estimation pipelines that convert unstructured information—such as company filings, earnings transcripts, news reports, and planning permits—into structured economic datasets and time series.
• Translate Semi Analysis’s bottom-up datasets, including accelerator shipments, datacenter capacity, electricity demand, networking infrastructure, and related supply chain data, into top-down macroeconomic estimates.
• Conduct econometric analysis and develop forecasts that can be used by investors, corporations, policymakers, and research institutions.
• Engage with leading academic and policy debates involving:
  • Transformative AI and long-term economic growth
  • AI-driven productivity measurement
  • Explosive growth scenarios
  • Technological diffusion and innovation economics
• Develop and communicate clear, informed views on where prevailing AI economic…