Staff Market Analyst
Core
Act as eyes and ears in the semiconductor supply chain to generate differentiated market intelligence on demand, capacity, and competitive positioning for Micron's memory business.
Role type
Staff Market Analyst (Semiconductor Industry)
Builds
Market intelligence briefs, TAM reports, and data-driven insights for corporate planning and strategy.
Domain
Semiconductor industry, specifically memory (DRAM, HBM, NAND) and advanced packaging supply chains.
Required skills
Equity research (sell-side/buy-side), network building in Taiwan/Korea semiconductor ecosystem, quantitative modeling, TAM analysis, written intelligence briefs, English and Mandarin/Korean.
Preferred skills
CFA or MBA, familiarity with hyperscaler/GPU/CPU roadmaps, Kinaxis Rapid Response, Snowflake, SQL, Power BI, Python.
Technologies
Excel, Kinaxis Rapid Response, Snowflake, SQL, Power BI, Python.
Responsibilities
Build and maintain industry networks across foundries, OSATs, and ODMs; spot early signals on capacity moves and inventory; track ecosystem drivers like AI accelerator ramps and CoWoS capacity; write intelligence briefs; support quarterly TAM submissions and data center alignment; maintain market data in M2EP (Rapid Response) systems.
Seniority
Mid-level (2-5 years experience), hands-on IC.