Sr Principal, Analyst (Semiconductor Memory – NAND Flash/DRAM)
Core
Create must-have insights for clients through published research and client interaction, owning the authoritative quantitative view of the global DRAM, HBM, and NAND Flash markets.
Role type
Senior Principal Analyst (Semiconductor Memory Market Intelligence)
Builds
Global supply-demand forecasts, market trackers, and scenario analysis for DRAM, HBM, and NAND Flash.
Domain
Semiconductor industry, specifically memory markets (DRAM, HBM, NAND Flash)
Required skills
quantitative market modeling, forecasting, data analysis, Excel modeling, market research, client presentation, written communication, strategic analysis
Preferred skills
MBA from leading business school, experience with memory suppliers/OEMs/hyperscalers, experience with semiconductor market-research firms
Technologies
MS Office (Excel, Word, PowerPoint)
Responsibilities
Develop and maintain global DRAM, HBM, and NAND supply-demand forecasts; Track supplier capacity, capex, technology transitions, and competitive positioning; Quantify demand across AI/data center, enterprise storage, PCs, smartphones, and automotive; Provide evidence-based written responses and support VP/market-intelligence-level client conversations; Partner with analysts covering adjacent markets to quantify cross-market dependencies.
Seniority
Senior, hands-on IC
