Director Analyst - Semiconductor Foundry and Advanced Packaging
Core
Director Analyst creating quantitative market intelligence and forecasts for global semiconductor foundry capacity, advanced packaging, and technology transitions to guide industry leaders.
Role type
Director-level market intelligence analyst (semiconductor foundry & advanced packaging)
Builds
Quantitative market models, capacity forecasts, and strategic research reports for VP and C-level audiences
Domain
Semiconductor manufacturing, foundry economics, advanced packaging, and supply chain strategy
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Semiconductor process technology, capacity planning, market forecasting, quantitative modeling, advanced packaging knowledge, foundry economics, stakeholder management, executive presentation, data analysis
Preferred skills
MBA in Marketing or Operations, experience with AI accelerators/custom ASICs, knowledge of OSAT/test ecosystems, ability to challenge industry assumptions
Technologies
Excel, MS Office suite
Responsibilities
Develop and maintain market forecasts for global foundry capacity and wafer demand; Track leading-edge and mature-node capacity across major suppliers; Analyze process-node migration, fab expansions, capex, and pricing; Quantify packaging capacity and technology migration; Monitor customer/supplier relationships and localization strategies; Support client inquiries and produce differentiated research for strategic audiences
Seniority
Director, hands-on IC with strategic oversight
