Technology Research Analyst

Technology Research Analyst

We are seeking an experienced Technology Research Analyst to join our clients research team. The successful candidate will be responsible for conducting in-depth research and analysis across Technology sectors. The team has scope to consider candidates that will look into a variety of tech sectors including ASICs & CPUs, Hyperscalers & Neoclouds, and Technology Components. This is an opportunity to develop differentiated industry insights, build proprietary research, and contribute to investment and strategic decision-making in some of the fastest-growing areas of technology.

Key Responsibilities

• Conduct comprehensive research and analysis across the technology landscape, including semiconductors, cloud infrastructure, AI-driven computing, and technology hardware components.
• Within ASICs & CPUs: Analyze the ASIC and CPU markets, including industry trends, product roadmaps, competitive dynamics, supplier ecosystems, and emerging technologies.
• Within Hyperscalers & Neoclouds: Research hyperscalers and neocloud providers, evaluating business models, infrastructure strategies, growth drivers, capital expenditure trends, capacity expansion plans, and competitive positioning.
• Within the Components space: Examine technology hardware and component markets, with a particular focus on cooling solutions, power supply units (PSUs), and related infrastructure technologies.
• Assess company performance, financial results, business models, market positioning, and long-term growth prospects.
• Monitor key industry participants, including manufacturers, suppliers, customers, cloud providers, semiconductor companies, and technology vendors.
• Track industry developments, product launches, earnings announcements, regulatory changes, and broader market trends.
• Develop and maintain industry databases, forecasts, valuation frameworks, and research models.
• Produce high-quality written research reports, thematic studies, presentations, and market updates for internal and external stakeholders.
• Synthesize complex information and communicate insights clearly and effectively to support investment and business decisions.
• Collaborate with colleagues to identify emerging trends and opportunities across the technology ecosystem.

Requirements

• Minimum 3-10 years of relevant professional experience in technology research, equity research, industry analysis, consulting, investment research, or a related field.
• Demonstrated knowledge of one or more technology sectors, including semiconductors, cloud infrastructure, AI infrastructure, or technology hardware/components.
• Strong analytical and quantitative skills, with the ability to interpret company disclosures, financial statements, market data, and industry research.
• Experience building and maintaining research models, forecasts, and large datasets.
• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
• Strong attention to detail, intellectual curiosity, and a passion for technology and innovation.
• Fluency in English and Chinese is required.

Preferred Background

Candidates may come from a variety of backgrounds, including:

• Technology Equity Research
• Semiconductor Research
• Industry Research and Market Intelligence
• Management Consulting
• Investment Research
• Strategy and Corporate Development
• Technology-focused Data and Analytics Roles

This role offers the opportunity to gain exposure to some of the most transformative themes in technology, including semiconductors, artificial intelligence, cloud computing, and next-generation infrastructure.