# Equity Research - AI Hardware

> Fuku · Hong Kong, Hong Kong · Full-time · Posted 2026-06-15

**Workplace:** on_site

## Description

Equity Research – Overseas AI Hardware  
  
About our client:  
\- Top Chinese asset management firm  
  
Location:  
\- Hong Kong  
\- Singapore  
\- Beijing  
\- Shanghai  
\- Shenzhen  
  
Responsibilities:  
\- Conduct fundamental research and due diligence on overseas AI hardware companies, focusing on computing (GPU), memory/storage, and related semiconductor supply chains.  
\- Translate technical and industry insights into actionable investment recommendations for Portfolio Managers and the Research Director.  
\- Monitor market developments across key regions, including the US, Taiwan, Japan, Korea, and Singapore, and cover critical industry players.  
\- Support the investment team by preparing regular research reports, thematic notes, and ad-hoc analysis.  
  
Pre-requisites:  
\- Bachelor’s degree or above in a technical or finance discipline.  
\- 3–5+ years of experience (mid-level or senior) in buy-side, sell-side, or industry roles.  
\- Deep expertise in at least one AI hardware vertical (compute/GPU or memory/storage), with the ability to perform rigorous due diligence.  
\- Proven ability to convert engineering and industry language into investment and financial insights.  
\- Fluent in Mandarin (must) and English.

## Apply

[Apply at Fuku](https://apply.workable.com/fuku/j/82247F650A/apply)

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