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Senior Director Analyst – Semiconductor Foundry and Advanced Packaging Technology/Markets

AnalystAnalystFull TimeRemoteSeniorTeam 10,001+Since 1979H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

39 days ago

Salary

$172K - $202.5K / year

Seniority

Senior

Bachelor Degree12 yrs expEnglishAssemblyNode.js

Job Description

Senior Director Analyst – Semiconductor Foundry and Advanced Packaging Technology/Markets

Gartner

• Own the global semiconductor foundry capacity, allocation, and economics narrative for AI infrastructure • Own advanced packaging, substrates, OSAT, and test economics • Build POV on AI-driven foundry capacity formation (node mix, utilization, yield ramp) • Build POV on CoWoS, advanced packaging, and substrate constraints • Translate wafer starts → effective AI compute availability • Translate packaging capacity into actual accelerator output • Analyze allocation dynamics across AI vs non-AI demand • Analyze yield, advanced packaging throughput (CoWoS, 2.5D/3D), and test bottlenecks • Model substrate, materials, and test constraints • Lead research on capex credibility, expansion timelines, and utilization risk • Lead research on packaging allocation, substrate shortages, test constraints • Translate packaging into accelerator output reality • Partner with memory, power and other semiconductor analysts to build end-to-end supply view • Contribute to: AI Compute Capacity Model, Bottleneck Tracker, and AI Silicon Cost Stack model

Job Requirements

  • 12-18+ years in foundry / fabless supply planning / OSAT / advanced packaging / substrate ecosystem / semi strategy
  • Deep understanding of foundry operations (TSMC/Samsung/Intel), node transitions, yield, and fab economics
  • Ability to convert technical signals into market-impact insights
  • Deep expertise in OSAT / advanced packaging (CoWoS, 2.5D/3D)
  • Experience with capacity planning, node transitions, or fab economics
  • Understanding of substrates, materials, and test flows
  • Strong grasp of yield, utilization, and ramp curves
  • Ability to translate technical capacity into market-level supply insights
  • Experience with yield, throughput, and assembly economics

Benefits

  • Competitive salary
  • Annual bonus plan based on company and individual performance
  • Role-based, uncapped sales incentive plan
  • Generous PTO
  • 401(k) match up to $7,200 per year
  • Opportunity to purchase company stock at a discount

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