[Remote] Research Analyst - Robotics

Note: The job is a remote job and is open to candidates in USA. SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. They are seeking a Robotics Analyst to analyze advancements in robotics, automation, and AI, focusing on their impact on global manufacturing and industrial systems. The role involves leading research, producing reports, and collaborating with various stakeholders to inform strategic decisions in intelligent manufacturing and automation.

Responsibilities

• Lead research and analysis on robotics, automation, and intelligent systems across industrial, manufacturing, and logistics sectors
• Produce high-impact research reports, forecasts, and technical briefings for clients, leveraging both public and proprietary data
• Track and evaluate developments across key areas such as industrial robotics, cobots, autonomous systems, and control software
• Assess how advances in AI, sensors, edge computing, and simulation are transforming automation capabilities and market structures
• Collaborate with semiconductor, AI infrastructure, and industrial technology analysts to develop cross-sector insights
• Support clients including investors, OEMs, automation providers, and policy stakeholders with bespoke insights and thematic research
• Present findings to senior executives and clients through reports, calls, and conference presentations

Skills

• Master's degree or PhD in Robotics, Mechanical Engineering, Electrical Engineering, Computer Science, or a related field
• 2–5+ years of experience in equity research, investment analysis, strategy consulting, or R&D within robotics, automation, or industrial technology
• Strong understanding of robotics hardware, software stacks, and market dynamics (e.g., manipulators, vision systems, motion control, and industrial integration)
• Proven ability to translate technical and market data into actionable insights
• Excellent writing, presentation, and communication skills — capable of producing investment memos, deep-dive reports, and technical primers
• Proficiency in Excel and familiarity with scripting or data tools (Python, SQL, MATLAB, etc.) is a plus
• Self-driven, intellectually curious, and able to work independently in a fast-paced, global environment

Company Overview

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