Senior/Principal Analyst – Semiconductor Foundry Research
Counterpoint Research is a fast-growing global analyst firm. We are seeking a Senior Analyst / Principal Analyst specializing in the global semiconductor foundry industry, with a strong focus on foundry technologies, market white space identification, and application-driven demand modeling.
This role requires a deep understanding of foundry process nodes development, utilization, ecosystem dynamics, and end-market applications, combined with the ability to build bottom-up models and generate actionable insights for clients. The ideal candidate will bridge data, industry relationships, and strategic analysis to help clients navigate structural shifts in the foundry landscape.
Job Description:
As a key analyst within our Semiconductor practice, you will have coverage of the global foundry landscape, develop deep insights on advanced and mature-node technologies and their end applications, and build bottom-up models for wafer demand, capacity, utilization and pricing. You will engage directly with foundries, fabless companies, and equipment/materials vendors, and translate that primary research into client-ready deliverables and thought leadership.
Key Responsibilities:
- Foundry Market Analysis — analyze the global foundry landscape, including TSMC, Samsung, Intel, GlobalFoundries, UMC, Indian and Chinese foundries; identify market gaps across process nodes, geographies, and applications; track supply–demand imbalances, utilization trends, and structural shifts in capacity.
- Process Node & Application-Level Research — develop deep insights into process nodes; map process nodes to key applications, for advanced compute (SoCs, xPUs, etc) to including compute to connectivity to sensors (MCU, PMIC, Power Semi, display drivers (DDI), Wi-Fi, RF, Image Sensors, etc); analyze technology competitiveness vs. cost structure across nodes.
- Bottom-Up Modeling & Forecasting — build bottom-up models for wafer demand by node/application/customer, foundry capacity and utilization, and ASP and revenue forecasting; maintain structured datasets and assumptions for long-term forecasts; translate models into client-ready insights and narratives.
- Industry Engagement & Primary Research — maintain close relationships with foundries, fabless companies, and equipment and materials vendors; conduct primary interviews and channel checks to validate assumptions; represent Counterpoint Research at industry events such as the TSMC Technology Symposium, Semicon, etc.
- Client Deliverables & Thought Leadership — produce high-quality market reports, custom client projects, and quarterly updates and presentations; provide clear, concise, and actionable insights to clients; support business development through client engagement and proposal input.
Qualifications — Experience:
Min 5+ years of experience in semiconductor research, foundry, or related industries. Prior experience covering foundry/process nodes/wafer supply chain in a technical marketing, strategy, market intelligence, etc roles strongly preferred.
B.S. or B.A. required; advanced degrees welcome. Masters or PhD a bonus.
You already have interest and working knowledge of the semiconductor industry — ideally with familiarity in foundry processes, AI accelerators, or server/data-center hardware — and can express your views clearly and concisely.
In addition, you can demonstrate the following:
- Self-motivation and a keen interest in analyzing the technology and semiconductor sectors. You are ready to interpret trends and can articulate your understanding in an engaging way.
- The ability to analyze and synthesize the available data and bring out value-added insights.
- Excellent communication skills, both verbal and in written form, in English.
- Strong Microsoft Office skills, especially Excel.
- Ability to work confidently as an individual contributor, as well as being comfortable as a team player.
Benefits & Perks
- Support for wellness and personal growth
- Cultivate your expertise through continuous learning, training, and coaching
- Collaborate with a global network of industry pioneers and experts
- Engage directly with tech powerhouses like Apple, Samsung, Sony, and others
- Progressive sabbatical opportunities (2 weeks, 4 weeks on top of regular annual leave)
- Fun, vibrant work atmosphere (Frequent contests and challenges with cash gifts around the year)
- Annual training retreats to exotic destinations (previous locations: Bali, Kuala Lumpur, Bangkok, Koh Samui, Dubai, etc.)
- Annual support for tech gadgets, especially iPhones and Androids
Location: Taipei, Taiwan
How to Apply:
- Click the link and attach your CV along with the cover letter.
- Please explain why you are applying and why you are the right fit for the role. Be creative in your application but be concise.
- Applications will be reviewed on a rolling basis until the position is filled.
What we can offer:
Competitive base salary + bonus based on company performance. As a key member of the team, you will have a direct impact on company performance. In addition to financial remuneration, you will have the rare opportunity to grow with a young company that is already making its mark.
