高级分析师 —— 晶圆制造方向（中国晶圆代工与成熟制程战略，覆盖晶圆设备 WFE 领域）北京/深圳

Counterpoint Research 是一家发展迅速的全球行业分析机构。现招募一名深耕半导体晶圆代工行业的高级分析师，重点研究中国晶圆代工赛道、成熟制程技术，以及由终端应用驱动的需求模型搭建。本岗位核心聚焦晶圆代工领域，同时兼顾部分晶圆前段设备（WFE）研究，重点关注中国本土设备产业及国产化进展。 Counterpoint Research is a fast-growing global analyst firm. We are seeking a Senior Analyst specializing in the semiconductor foundry industry, with a strong focus on China's foundry sector, mature-node technologies, and application-driven demand modeling. The role is primarily foundry-focused, with partial coverage of wafer fab equipment (WFE), particularly China's domestic equipment industry and localization progress. 任职者需要深入理解晶圆代工工艺节点（尤其 28 纳米及以上成熟制程）、中国半导体产业生态与终端应用市场；能够搭建自下而上的分析模型，为客户输出具备落地价值的观点洞察。 同时需掌握晶圆前段制造工艺流程，熟悉各工艺环节配套设备，支撑晶圆设备相关研究工作。 理想人选能够整合数据、行业资源与战略分析，助力客户应对晶圆代工及设备行业格局的结构性变革 。 This role requires a deep understanding of foundry process nodes (especially ≥28nm), the China semiconductor ecosystem, and end-market applications, combined with the ability to build bottom-up models and generate actionable insights for clients.

A working understanding of the front-end manufacturing flow and the equipment used at each process step is also needed to support the WFE portion of the coverage. The ideal candidate will bridge data, industry relationships, and strategic analysis to help clients navigate structural shifts in the foundry and equipment landscape. 职位描述： 作为高级分析师，你将在全球产业视角下牵头研究中国晶圆代工行业格局，围绕成熟制程技术及其终端应用形成深度洞察，并搭建晶圆需求、产能与价格的自下而上分析模型。你还将承担部分晶圆前段设备（WFE）研究工作，梳理中国晶圆厂资本开支、产能扩建与设备需求、国产替代之间的关联。你需要直接对接晶圆代工厂、无晶圆厂企业以及设备 / 材料供应商，并将一手调研信息转化为可供客户使用的研究成果与前沿行业观点。 Job Description: As a Senior Analyst, you will lead coverage of China's foundry landscape in a global context, develop deep insights into mature-node technologies and their end applications, and build bottom-up models of wafer demand, capacity, and pricing. You will also carry part of our WFE coverage, linking China fab capex and capacity build-out to equipment demand and domestic substitution.

You will engage directly with foundries, fabless companies, and equipment/materials vendors, and translate that primary research into client-ready deliverables and thought leadership. 主要工作职责： · 中国晶圆代工市场分析与空白市场挖掘 深入分析国内晶圆代工行业格局，覆盖中芯国际、华虹半导体、芯旺微、华润微、力积电 / 茂迪合资企业及新兴厂商，并与台积电、联电、格芯、三星进行对标研究；从工艺节点、地域、应用维度识别市场机会；跟踪供需失衡状况、产能利用率走势、价格压力以及产能结构性变化。 · 成熟制程与应用端研究 深度研究成熟制程（28nm、40nm、55nm、90nm 及以上节点）；梳理工艺节点与核心应用的对应关系，涵盖汽车芯片（MCU、功率器件、传感器）、工业及物联网、显示驱动芯片（DDI）、连接芯片（Wi-Fi、射频、电源管理芯片 PMIC）；对比不同制程的技术竞争力与成本结构，重点分析国内需求拉动效应，以及芯片设计与制造环节的国产化进程。 · 自下而上建模与预测 搭建按工艺节点 / 应用 / 客户维度拆分的晶圆需求、代工厂产能及利用率、平均售价（ASP）与营收自下而上预测模型；持续更新国内晶圆厂新建与扩产数据库，根据已公布资本开支测算产能投放节奏；维护长期预测所需标准化数据集与假设条件；依托模型输出可直接交付客户的分析观点与研究逻辑。 · 晶圆前段设备（WFE）与晶圆厂资本开支研究（部分职责） 依托晶圆投片量、制程结构、晶圆厂资本开支，分工艺环节测算设备需求，支撑机构 WFE 赛道研究；跟踪国内设备厂商，包括北方华创、中微公司、上海微电子、盛美上海、拓荆科技、华海清科，监测相关设备在中芯国际、华虹、长鑫存储、长江存储的验证进度与导入比例，并与阿斯麦、应用材料、泛林半导体、东京电子、科磊开展对标分析。 · 地缘政治与出口管制分析 ：评估美、日、荷兰出口管制及实体清单政策对中国晶圆代工产能扩张、制程发展路线、国产设备替代节奏造成的影响。 · 行业交流与一手调研 与中国及亚太区域晶圆代工厂、无晶圆厂设计公司、设备及材料供应商保持紧密沟通；开展一线访谈与渠道调研，验证分析假设；代表 Counterpoint Research 出席行业峰会，包括上海半导体展（SEMICON China）、中国国际集成电路产业峰会（IC China）、台积电技术论坛等。 · 客户研究交付与行业观点输出 撰写高质量行业报告、客户定制专项研究、季度跟踪报告与演示材料；向客户提供清晰精炼、具备落地参考价值的产业洞察；通过客户沟通、方案撰写协助业务拓展工作。 Key Responsibilities: •China Foundry Market Analysis &

• White Space Identification — analyze China's foundry landscape in depth, including SMIC, Hua Hong, Nexchip, CanSemi, PSMC/Powerchip JVs, and emerging players, benchmarked against TSMC, UMC, GlobalFoundries, and Samsung; identify market gaps across process nodes, geographies, and applications; track supply–demand imbalances, utilization trends, pricing pressure, and structural shifts in capacity. •Mature Node &
• Application-Level Research — develop deep insights into mature nodes (28nm, 40nm, 55nm, 90nm and above); map process nodes to key applications, including automotive (MCU, power, sensors), industrial &
• IoT, display drivers (DDI), and connectivity (Wi-Fi, RF, PMIC); analyze technology competitiveness vs. cost structure across nodes, with emphasis on China's domestic demand pull and localization of chip design and manufacturing. •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 the China fab construction and expansion tracker, and convert announced capex into capacity timing; maintain structured datasets and assumptions for long-term forecasts; translate models into client-ready insights and narratives. •WFE &
• Fab Capex Coverage (partial) — support the firm's WFE coverage by converting wafer starts, technology mix, and fab capex into equipment demand by process step; track China's domestic equipment suppliers, including Naura, AMEC, SMEE, ACM Research, Piotech, and Hwatsing, and monitor tool qualification and adoption rates at SMIC, Hua Hong, CXMT, and YMTC; benchmark them against ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA. •Geopolitics &
• Export Controls — assess the impact of US, Japanese, and Dutch export controls and entity listings on China's foundry capacity build-out, node roadmaps, and the pace of domestic equipment substitution. •Industry Engagement &
• Primary Research — maintain close relationships with foundries, fabless companies, and equipment and materials vendors across China and the wider region; conduct primary interviews and channel checks to validate assumptions; represent Counterpoint Research at industry events such as SEMICON China, IC China, and the TSMC Technology Symposium. •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. 任职资格 —— 工作经验： 拥有 3–8 年及以上半导体行业研究、晶圆代工或相关行业从业经验。优先考虑具备晶圆代工 / 工艺节点 / 晶圆供应链研究经历人选；有晶圆前段设备（WFE）、晶圆厂资本开支或设备供应链相关经验者优先。熟悉中国半导体产业生态与本土供应链将予以重点考虑。 本科及以上学历，工程、物理相关专业为佳；欢迎拥有更高学历的候选人。 候选人需对半导体行业抱有兴趣并具备实操认知，熟悉晶圆代工工艺、前段制造流程、设备技术路线或中国半导体供应链，能够清晰、简练地阐述观点。 同时候选人需具备以下能力： ・工作积极主动，热衷于科技与半导体行业分析；善于解读行业趋势，并生动清晰地输出观点。 ・具备数据分析与信息整合能力，能够提炼具备增值价值的产业洞察。 ・熟悉晶圆制造工艺流程及各环节配套设备，或具备快速学习掌握相关知识的意愿。 ・优秀的中英文口头与书面沟通能力；开展中国供应链一手调研，要求能够流利使用中文。 ・熟练使用微软 Office 办公软件，精通 Excel。 ・既能独立负责专项工作，也具备良好团队协作能力。 Qualifications — Experience: 3–8 years of experience in semiconductor research, foundry, or related industries. Prior experience covering foundry/process nodes/wafer supply chain strongly preferred; exposure to WFE, fab capex, or the equipment supply chain is a plus. Familiarity with the China semiconductor ecosystem and domestic supply chain is highly valued. B.S. or B.A. required, ideally in engineering or a physical science; advanced degrees welcome. You already have interest and working knowledge of the semiconductor industry — ideally with familiarity in foundry processes, front-end process flows and equipment roadmaps, or the China semiconductor supply chain — 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.
• Familiarity with the wafer fabrication process flow and the equipment used at each process step, or the appetite to build that knowledge quickly.
• Excellent communication skills, both verbal and in written form, in English and Mandarin
• Mandarin fluency is required for China supply-chain primary research.
• Strong Microsoft Office skills, especially Excel.
• Ability to work confidently as an individual contributor, as well as being comfortable as a team player. 福利与津贴： ・身心健康保障与个人发展支持 ・通过持续学习、专业培训与导师指导，精进专业能力 ・与遍布全球的行业资深人士、专家团队协同工作 ・可直接对接苹果、三星、索尼等科技龙头企业 ・弹性休假福利（在常规年假基础上额外增加 2 周 / 3 周休假） ・轻松活跃的工作氛围（全年不定期开展竞赛挑战，设有现金奖励） ・海外年度研学团建（往期目的地：巴厘岛、吉隆坡、曼谷、苏梅岛、迪拜等地） ・年度数码设备补贴，可用于购置 iPhone、安卓手机等电子产品 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, 3 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 我们可为你提供： 具备竞争力的基本工资 与公司业绩挂钩的奖金。作为团队核心成员，你的工作将直接影响公司整体业绩。除薪酬回报外，你将获得难得的机会，与一家崭露头角、高速发展的新锐企业共同成长。 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。