Research Analyst (Technology)

Job Summary We are seeking a highly capable Research Analyst (Technology) with expertise in AI compute ecosystems and enterprise storage technologies (ESSD/HDD). This role delivers data-driven insights to support strategic decision-making in investment, production, and R&D across semiconductor and storage sectors. Responsibilities Analyze semiconductor, memory, and storage technologies from leading global manufacturers to generate actionable insights Evaluate AI model-driven compute demands by assessing GPU and accelerator utilization, memory bandwidth, and storage performance impacts Document and analyze manufacturing and qualification processes for enterprise SSDs (NVMe, PCIe Gen4/5), HDDs, and memory products to identify optimization opportunities Assess architectural trade-offs in ESSD/HDD, including controller design, NAND scaling, firmware optimization, endurance, latency, and power efficiency Monitor trends in AI infrastructure deployment and hyperscaler demand to evaluate effects on semiconductor, memory, and storage supply chains Review capacity allocation, utilization, and yield performance across wafer fabs and backend manufacturing for AI and storage workloads Identify operational bottlenecks and recommend improvements for yield enhancement, cost reduction, and technology transitions Develop insights on technology roadmaps such as NAND scaling, storage-class memory, and AI-driven storage acceleration to guide strategic planning Collaborate with cross-functional teams to support investment analysis, production planning, and R&D strategy formulation Prepare clear, well-structured technical reports, forecasts, and presentations for senior management and key stakeholders Required competencies and certifications Bachelor’s or Master’s degree in Electrical Engineering, Semiconductor Engineering, Computer Engineering, Materials Science, or related discipline Demonstrated experience analyzing semiconductor manufacturing, memory, or storage technologies Strong understanding of AI compute ecosystems, including GPUs/accelerators, memory hierarchy, and storage performance requirements Solid knowledge of enterprise SSD and HDD technologies, including NAND flash, controllers, firmware, endurance management, and performance optimization Familiarity with process technologies and product roadmaps of Western Digital, Samsung, SK Hynix, and Micron Excellent analytical, problem-solving, and data interpretation skills Ability to translate complex technical findings into clear, actionable business and strategic recommendations Other Information EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754) EA Personnel Name & Registration Number: Keith Wong (R24125987) 📩 Interested candidates, please submit your application for a confidential chat.