Director Analyst - Semiconductor Foundry and Advanced Packaging
Core
Director Analyst creating must-have insights for semiconductor leaders through published research and client interactions on foundry and advanced packaging.
Role type
Director-level market intelligence analyst (semiconductor foundry & advanced packaging)
Builds
Quantitative market forecasts, capacity trackers, and strategic research for VP and market-intelligence audiences
Domain
Semiconductor industry (foundry, advanced packaging, memory, AI accelerators)
Required skills
quantitative market modeling, capacity planning, node migration analysis, advanced packaging technology knowledge, Excel modeling, client presentation, strategic analysis
Preferred skills
MBA in Marketing or Operations, experience with TSMC/Samsung/Intel/GlobalFoundries/UMC/SMIC, speaking engagements
Technologies
Excel, MS Office (Word, PowerPoint)
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; Support client inquiries and produce differentiated research for executive audiences; Collaborate with analysts covering AI accelerators and memory markets
Seniority
Director, hands-on IC with strategic oversight