Research Director – Power Semiconductors, USA

About the role

Counterpoint is a fast-growing global industry analysis firm known for its trusted advice in the high-tech industry. We seek a dynamic Senior Analyst to join our semiconductor research efforts, focusing on the rapidly evolving segment of power semiconductors.

Responsibilities

• Build and own proprietary databases and forecast models covering power semiconductor supply (fab capacity, utilization, capex) and demand by application, device type, and company.
• Produce quarterly market share reports, technology deep-dives, and competitive landscapes tracking who is gaining and losing across SiC, GaN, and legacy Si platforms.
• Analyze device-level technology trends — process node transitions, substrate economics, packaging innovations — and their impact on product pricing, gross margins, and competitive moats.
• Monitor fab investment cycles, equipment spending, wafer pricing dynamics, and capacity constraints across the full power semiconductor supply chain.
• Deliver research briefings and presentations to Tier-1 clients: chipmakers, OEMs, investors, and government bodies.
• Engage directly with industry executives, IR teams, and engineering leaders to generate primary research unavailable from secondary sources.
• Build your public analyst brand through research notes, LinkedIn commentary, and media engagement — growing Counterpoint's visibility in the power semiconductor space.
• Collaborate with Counterpoint's broader semiconductor team on foundry dynamics, advanced packaging, and AI chip supply chains.

Requirements

• Minimum 5–10 years of industry experience in roles such as technical or product marketing, management applications engineering, technical sales, business development, or supply chain — at a power semiconductor company, IDM, foundry, or equipment firm.
• Strong working knowledge of power device families — SiC MOSFETs, GaN HEMTs, Si MOSFETs, IGBTs — including their application contexts across auto, industrial, data center, and consumer.
• Understanding of semiconductor manufacturing economics: process flows, substrate costs, fab utilization rates, and how these drive pricing and competitive positioning.
• Demonstrated ability to build market models, size TAMs, and derive actionable insights from complex or incomplete datasets.
• Excellent English communication skills — written and spoken — with the ability to translate technical complexity into clear strategic narrative for executive audiences.
• Bachelor's or Master's degree in Electrical Engineering, Physics, Materials Science, Microelectronics, or a related field.
• Self-motivated with the ability to work independently and sometimes across time zones for collaboration or client meetings.

Preferred

• Prior experience in market research, equity research, or technology consulting with a semiconductor coverage focus.
• Hands-on familiarity with power device characterization, cleanroom processes, or manufacturing cost analysis — knowledge similar to teardown or reverse-engineering workflows is a strong plus.
• Existing relationships with executives at power semiconductor companies, EV OEMs, or Tier-1 industrial or datacenter customers.
• Track record of published research, articles, conference presentations, or media commentary in power electronics or the broader semiconductor industry.
• Familiarity with the Japanese semiconductor ecosystem (for candidates based in Japan) — including relationships with companies such as Renesas, Toshiba, Rohm, Mitsubishi and/or Hitachi Energy.
• Proficiency in Excel-based market modelling and data visualization tools.
• Active LinkedIn or industry media presence with a following in the semiconductor or power electronics community.