Full-Time
Senior Analyst
Semiconductor Materials
Updated on 9/4/2026
TechInsights
201-500 employees
Semiconductor reverse engineering and market intelligence
Compensation Overview
$118.1k - $132k/yr
No H1B Sponsorship
San Jose, CA, USA
Hybrid
Fully remote or onsite in San Jose, with occasional travel.
Bachelor's
 Business & Strategy (1) |
|---|
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- A technical degree or equivalent experience is required.
- At least 5 years of industry experience in semiconductor materials, with expertise in one or more areas including chemical mechanical planarization pads, chemical mechanical planarization slurries, wafers, process gases, precursors, or advanced packaging materials.
- An established professional network within the semiconductor materials space is required.
- A solid foundation in market research practices is required, including the ability to develop, improve, and integrate new research methodologies.
- The ability to work independently with minimal guidance and exercise sound judgment across complex, multi-source analytical challenges is required.
- Demonstrated ability to apply best practices and awareness of competitive dynamics to continuously improve products and deliverables is required.
- The ability to communicate complex, technical, and sensitive information clearly and effectively, including demonstrated success building consensus across stakeholders, is required.
- Demonstrated ability to mentor and act as a resource for team members, and the ability to lead projects with confidence, is required.
- The ability to understand and articulate how individual work connects to broader team, customer, and operational outcomes is required.
- Latest citizenship and/or permanent residency information must be submitted to comply with United States export control laws and regulations.
- Lead content production and expert analysis for Critical Materials Reports, focusing on one or more semiconductor materials areas including chemical mechanical planarization pads, chemical mechanical planarization slurries, wafers, gases, precursors, or advanced packaging materials.
- Serve as principal analyst on research projects and develop and stabilize analytical models for transition to junior analysts.
- Deliver high-quality content on schedule while identifying opportunities to enhance and expand product offerings.
- Mentor and coach team members to support their professional growth.
- Maintain and grow an active professional network to stay current in the specialty area.
- Engage with stakeholders from acquired businesses and contribute to a collaborative, integrated team environment.
- Develop a deep understanding of current and emerging application trends across the semiconductor materials ecosystem, with a focus on the supply chain.
- Support product management and customer engagement by addressing inquiries from new and existing clients.
- Represent TechInsights externally through conference participation and customer meetings to maintain market knowledge and support sales efforts.
- The ability to understand technical trends as they relate to materials is a plus.
TechInsights analyzes semiconductors by reverse-engineering electronic devices to understand how they work and turning those findings into sellable reports. It now offers a suite of products that combines engineering insights with market analytics, including market forecasting, cost modeling, and supply-chain analysis, delivered through an intelligence platform. The company differentiates itself through its history of hands-on technical analysis paired with strategic industry analytics, strengthened by the Chipworks merger and acquisitions of VLSI Research, The Linley Group, Strategy Analytics, and IC Knowledge. Its goal is to be the primary, data-driven source of semiconductor intelligence for industry decision-making.
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$10.6M
Headquarters
San Francisco, California
Founded
1989
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See people who can refer or advise you
Simplify's Take
What believers are saying
- September 2026 outlook reports ride AI, HBM4, and 2nm demand.
- Synergy Research now inside TechInsights expands datacenter and hyperscaler coverage.
- September 9, 2026 Memory Intelligence webinar can convert surging AI memory interest.
What critics are saying
- NVIDIA, TSMC, and SMIC obfuscation shrinks teardown value by 2027.
- VLSI Research integration can distract analysts and dilute subscription renewal quality.
- Open-source chiplet design visibility compresses pricing power and threatens the subscription model.
What makes TechInsights unique
- TechInsights pairs teardown labs with market forecasts across chips and supply chains.
- August 2026 analyses dissect SMIC Kirin 9030 Pro and NVIDIA HGX B300 packaging.
- The 2026 VLSI Research acquisition deepens forecasting and economic intelligence breadth.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Wellness Program
Training Programs
Professional Development Budget
401(k) Company Match
Remote Work Options
Paid Vacation
Growth & Insights and Company News
6 month growth
↑ 17%1 year growth
↑ 17%2 year growth
↑ 17%Video | the $2 trillion semiconductor opportunity. 5 days ago ~8min watch Eric Balossier, Lead Semiconductor Market Analyst at TechInsights spoke to gasworld following his presentation at its Specialty Gas Summit 2026. Balossier discusses how AI is driving chip development through to 2030 and the size of the market this will create. He goes on to cover the supply vs demand balance and the opportunity for the European market. gasworld Events 2026 Where the industry meets... Join the global industrial gas community at gasworld's 2026 events, where markets, technology, and ideas converge. Each event connects you with the people and insights driving the gases and energy transition forward. * Unmissable conferences in key global regions * Expert-led sessions on emerging trends and innovation * Unrivalled networking with industry leaders and new partners Related topics:
👩🍳 How we use AI at Tech in Asia, thoughtfully and responsibly.🧔♂️ A friendly human may check it before it goes live. More news hereThe Hon Hai Research Institute (HHRI), part of Hon Hai Precision Industry Co (Foxconn), has unveiled new AI server technologies.The new technologies include a single-chip integrated circuit for high-temperature applications and a power management solution.The integrated circuit, developed using a silicon carbide process, was created with researchers from National Yang Ming Chiao Tung University and National Central University.It maintains performance at temperatures above 150°C, overcoming the limits of traditional silicon circuits.These aim to reduce power use during light loads and improve system startup stability.Foxconn, is expanding into EV, robotics, and digital healthcare, driven by advances in AI and semiconductor tech.🔗 Source: Focus Taiwan🧠 Food for thought1️⃣ Foxconn’s semiconductor pivot represents a strategic long-term transformationFoxconn’s unveiling of AI server-related silicon carbide technology marks a significant step in its years-long effort to diversify beyond contract manufacturing.The company has been methodically expanding into semiconductor manufacturing since at least 2018, when it first considered establishing a chip fabrication plant through its Sharp subsidiary 1.This silicon carbide technology aligns with Foxconn’s “3 plus 3” strategy and the broader transformation initiative known as “Foxconn 3.0,” which established the Hon Hai Research Institute with five dedicated research centers focusing on next-generation communications, AI, semiconductors, information security, and quantum computing 2.The push into advanced semiconductors represents a strategic pivot from Foxconn’s traditional assembly-focused business model toward higher-margin, technology-driven operations. This shift is similar to its repositioning through acquisitions of brands like Sharp to move from manufacturing-centric to design-driven approaches 3.This semiconductor diversification is particularly timely as the global market is projected to reach $697 billion in 2025, with a 7.5% CAGR potentially driving it to $1 trillion by 2030 4.2️⃣ Silicon carbide emerges as critical material for extreme computing environmentsHon Hai’s silicon carbide integrated circuit technology addresses a growing need for components that can function reliably in extreme conditions, particularly as AI computing expands into harsh environments.The technology’s ability to operate above 150°C overcomes the performance limitations of traditional silicon-based circuits. Silicon carbide (SiC) is rapidly expanding beyond its initial automotive applications into data centers, renewable energy systems, and industrial power supplies, driven by its superior thermal conductivity and efficiency in high-temperature environments 5.This material innovation is particularly relevant for AI server environments, where cooling and heat management remain critical challenges for maintaining performance and extending hardware lifespan 6.The development aligns with a broader industry trend toward specialized materials designed for extreme conditions 7.3️⃣ Power management innovations becoming critical differentiators in AI infrastructureHon Hai’s LLC resonant converter controller addresses the growing need for advanced power management in AI-intensive computing environments, where energy efficiency is increasingly crucial.The novel Burst Mode control solution aims to achieve higher power efficiency while reducing output voltage ripple, directly addressing the power optimization challenges that have become central to semiconductor design 5.This focus on power management comes as generative AI dramatically increases energy demands in data centers, creating an urgent need for more efficient power delivery systems 5.The growing importance of power components is further emphasized by industry forecasts showing high-bandwidth memory (HBM) revenues are expected to reach $21 billion in 2025, a 70% year-over-year increase driven largely by AI applications 8.These power management advances complement industry-wide efforts toward backside power delivery technology, which aims to reduce heat and improve power efficiency in next-generation semiconductors 9.Recent Foxconn developments
👩🍳 How we use AI at Tech in Asia, thoughtfully and responsibly.🧔♂️ A friendly human may check it before it goes live. More news hereNvidia is considering developing a new AI chip for the Chinese market, according to CEO Jensen Huang. This comes after the US imposed export restrictions on its H20 chips, which were specifically designed for China.Huang said, “We don’t have anything to announce at the moment, but we’re considering it,” noting the need to understand export limits before creating new products.He confirmed that Nvidia won’t release any new Hopper-series products for China due to performance limitations tied to the export rules.Despite the ban, Nvidia saw a 69% year-on-year revenue increase in Q1 and gave an optimistic forecast for the current quarter. However, the company expects an US$8 billion revenue loss in Q2 due to the restrictions.It also reported a US$4.5 billion charge in Q1 related to H20 chip inventory and purchase obligations.🔗 Source: South China Morning Post🧠 Food for thought1️⃣ Export controls accelerating China’s domestic AI chip developmentNvidia’s market share in China has reportedly plummeted from 95% to 50% as a direct result of U.S. export restrictions, creating a vacuum that Chinese manufacturers are rapidly filling 1.This shift aligns with a broader pattern where export controls intended to limit access to advanced technology often stimulate domestic innovation in target countries.The financial impact is substantial and immediate. Nvidia anticipates an $8 billion revenue loss in Q2 2025 from the H20 chip ban and has already recorded a $4.5 billion charge in Q1 due to excess inventory and purchase obligations.Jensen Huang’s statement that “the U.S
SAN JOSE, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) today announced it has once again received top ratings in the 2025 TechInsights Customer Satisfaction Survey, capturing the No. 1 spot on this prestigious annual survey of global semiconductor companies for the sixth consecutive year.Advantest has been recognized in the TechInsights 2025 Global Semiconductor Supplier Awards - Top 10 Customer Service - Large (previously known as the “10 BEST”) ranking for each of the 37 years that the survey has existed. The survey ratings are based on direct customer feedback representing more than 46% of the world’s chip producers, which include integrated device manufacturers (IDMs), fabless companies, and outsourced assembly and test (OSAT) providers.According to TechInsights, Advantest has also been rated at the top of the TechInsights 2025 Global Semiconductor Supplier Awards - Assembly/Test Equipment Supplier (previously known as “THE BEST”) ranking this year and every year since 2020. The company has ranked Global #1 for the sixth consecutive year in the Top 10 Customer Service - Large category and was the only company to receive a five-star rating. Worldwide participants rated equipment suppliers among 14 categories based on three key factors: supplier performance, customer service, and product performance. The award categories span customer service, assembly and test equipment, test subsystems, wafer fab equipment (WFE) subsystems, WFE foundation chip makers, fab equipment and specialty chip makers.In the 2025 survey, Advantest achieved high customer ratings in the areas of Partnering, Trust in Supplier, Technical Leadership, Commitment, Recommended Supplier, Field Engineering Support, and Application Support.“Advantest’s steadfast dedication to technological advancement and customer success continues to fuel innovation across its worldwide customer base,” stated G
👩🍳 How we use AI at Tech in Asia, thoughtfully and responsibly.🧔♂️ A friendly human may check it before it goes live. More news hereSK Hynix reported that US sales made up 72% of its total revenue in Q1 2025.This was driven by rising demand for high bandwidth memory (HBM) chips and enterprise solid state drives (eSSDs) from major US tech firms.US revenue reached 12.8 trillion won (US$9.1 billion), up from 6.3 trillion won a year earlier, when the US accounted for 50% of sales.Total quarterly sales stood at 17.6 trillion won (US$12.58 billion).The company has sold out its 2025 production of the 12-layer HBM3E chip. Nvidia is listed among its major customers.🔗 Source: Yonhap🧠 Food for thought1️⃣ SK hynix’s emergence as the HBM market leader reflects broader AI industry shiftsSK hynix has strategically positioned itself as the dominant force in high bandwidth memory, controlling approximately 70% of global HBM sales as of early 2025 1.This market leadership has translated into concrete financial results, with HBM now comprising 40% of the company’s DRAM revenue following a 58% sequential growth in HBM revenue to $4.2 billion 2.The company’s ascendance is further evidenced by its recent overtaking of Samsung as the world’s leading DRAM manufacturer, capturing 36% of global DRAM sales in Q1 2025 3.This transformation reflects SK hynix’s deliberate pivot away from traditional memory markets toward high-value AI products, abandoning less profitable segments like CMOS Image Sensors to focus resources on AI memory 4.The company’s production capabilities have become a critical factor in the global AI supply chain, with their reported 80% yields for HBM3E production significantly outperforming competitors like Samsung (40%) 1.2️⃣ The HBM market’s explosive growth is reshaping semiconductor industry dynamicsThe high bandwidth memory market is experiencing unprecedented growth, projected to expand at a CAGR of 26.2% through 2034 5 and potentially exceed $100 billion over the next decade 1.This growth is directly tied to the rising computational demands of AI applications, with data centers and server applications accounting for approximately 60% of the HBM market 6.The intensity of demand has created supply constraints, with SK hynix reporting that its entire 2025 HBM production capacity has already been sold out, primarily to major customers like Nvidia 7.The market’s rapid expansion is creating shifting geographic sales patterns across the semiconductor industry, with North America projected to be the fastest-growing region (27.8% CAGR) for HBM adoption 5.This trend is reflected in SK hynix’s revenue distribution, with U.S. sales increasing from 50% a year ago to 72% in Q1 2025, while China’s contribution has declined to 15% of quarterly revenue 8.3️⃣ Geopolitical factors are accelerating the realignment of semiconductor supply chainsU.S. export restrictions have significantly impacted chip sales to China, with South Korean semiconductor exports to China dropping by 31.8% year-on-year in February 2025 9.These regulatory pressures are creating anticipatory market behaviors, with SK hynix reporting that some customers have expedited orders ahead of potential U.S. tariff implementations 10.Despite these challenges, SK hynix expects “limited impact” from U.S