Research Analyst - Robotics

SemiAnalysis 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 expanding our team to deepen our coverage of the broader AI ecosystem and its impact on real-world industries. This is an opportunity to join a fast-growing, intellectually rigorous, and globally recognized team that influences strategic decisions at the highest levels. At SemiAnalysis, you’ll work directly with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, and governments. Our culture is collaborative, flat, and fast-paced—offering the chance to shape high-impact research in a space undergoing unprecedented technological disruption.

SemiAnalysis’s work reaches over 200,000 subscribers , including senior management and C-suite executives at top AI, semiconductor, infrastructure, and financial firms. Our team participates in 40+ industry conferences annually , and our research is regularly cited in global media and investor briefings.

Our core products include:

• Industry Models – Detailed forecasts and cost models for AI infrastructure and datacenter buildouts.
• Core Research – Technical and market trend analysis tailored to financial professionals.
• Consulting & Technical Diligence – Deep-dive projects for PE, VC, hyperscalers, and governments.

Learn more: https://semianalysis.com

We are looking for an experienced and driven Robotics Analyst to join our global team. This role focuses on analyzing how advancements in robotics, automation, and AI are reshaping global manufacturing, logistics, and industrial systems.

As an Analyst, you will lead and contribute to forward-looking research that informs the largest asset managers, technology firms, and industrial companies worldwide. You will identify emerging trends in robotics adoption, assess hardware and software innovation, and map capital flows across automation ecosystems. Your insights will directly inform strategic decisions driving the next generation of intelligent manufacturing and industrial automation.

This is a full-time, remote position. A Master’s degree (PhD preferred) in engineering, robotics, computer science, or a related technical field. A strong understanding of the robotics and automation landscape — from component supply chains to system integration and software control — is essential.

• 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.

• 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.