About This Role

Analysts create must-have insights for our clients through published research and client interactions. You will meet with clients every day, whether by phone, videoconference, on stage at a event, or face-to-face during a sales support visit. In every interaction, you will help clients overcome their challenges and perform better.

As part of ’s Emerging Market Dynamics Group, you will equip leaders in the semiconductor memory industry with indispensable insights, advice, and tools to achieve their mission-critical priorities and build the successful organizations of tomorrow.

You will own the quantitative and market-intelligence view of global foundry and advanced packaging capacity, technology transitions, and economics, and translate manufacturing constraints into implications for semiconductor supply and competitive strategy.

What You’ll Do

• Develop and maintain market forecasts for global foundry capacity, wafer demand, utilization, revenue, and market share.
• Track leading-edge and mature-node capacity across TSMC, Samsung, Intel Foundry, GlobalFoundries, UMC, SMIC, and other relevant suppliers.
• Analyze process-node migration, fab expansions, capex, utilization, pricing, and customer allocation.
• Maintain market intelligence on advanced packaging, including 2.5D/3D integration, CoWoS-class packaging, chiplets, hybrid bonding, fan-out, and advanced substrates.
• Quantify packaging capacity, throughput, utilization, supplier share, and technology migration.
• Track the interaction between foundry, HBM, substrates, OSAT/test, and advanced packaging constraints.
• Analyze how AI accelerators, custom ASICs, CPUs, GPUs, and other high-performance devices translate into wafer and packaging demand.
• Monitor customer/supplier relationships, capacity commitments, geographic expansion, and semiconductor localization strategies.
• Maintain quarterly trackers, forecasts, supplier databases, and scenario models.
• Identify emerging capacity bottlenecks and assess their implications for availability, pricing, and competitive positioning.
• Support client inquiries and produce differentiated research for VP, market-intelligence, and strategic audiences.
• Collaborate with analysts covering AI accelerators, memory, semiconductor equipment, interconnect, and infrastructure economics.
• Actively participate in appropriate global research communities for formal and informal knowledge-sharing sessions.

What You Will NeedEducational Qualifications

• BE/BTech from Grade A engineering colleges with specialization in Electronics, Semiconductors, or Software Engineering.
• Graduate + MBA in Marketing or Operations from leading A and B-schools is desirable.

Work Experience

• 10-12+ years of experience in semiconductor foundry, advanced packaging, manufacturing strategy, market intelligence, product planning, or industry research.

Domain Knowledge / Business Acumen

• Strong knowledge of semiconductor process technology, capacity planning, and advanced packaging.
• Understanding of foundry economics, yield, utilization, node migration, and customer allocation.
• Experience building quantitative market models and forecasts.
• Familiarity with TSMC, Samsung, Intel Foundry, GlobalFoundries, UMC, SMIC, ASE, Amkor, and other major ecosystem participants.
• Strong ability to connect manufacturing detail with market, competitive, and financial implications.
• Excellent written and verbal communication skills.
• Ability to challenge prevailing industry assumptions using evidence and quantitative analysis.
• Awareness of major issues across the IT, technology, semiconductor, and electronics industries affecting software technologies and the competitive landscape, with an eagerness to learn more.

MS Office Tools

• Ability to design, develop, and maintain large Excel models for market share analysis and forecasting.
• Strong working knowledge of other MS Office tools, including Word and PowerPoint, for writing and presenting analysis.

Project Management Skills

• Ability to manage time, keep projects on schedule, resolve issues, and deliver all client deliverables in a timely manner.

Communication Skills

• Strong written and verbal communication skills, with the ability to translate complex market data into clear implications.
• Written: Strong writing ability is mandatory. Writing efforts will require stating/staking positions, justifying those positions with facts, and providing actionable analysis and recommendations.
• Oral: Ability to converse by telephone, face-to-face, and on stage, with the ability to explain complex concepts concisely.

Problem Solving

• Strong analytical skills and the ability to think creatively, independently, and efficiently to diagnose and contextualize issues.
• Demonstrated critical-thinking and problem-solving capabilities, including working on estimation problems and providing insightful and original analysis.

Interpersonal Skills

• Ability to communicate, engage, and develop cordial professional relationships with analysts, key initiative leaders, team managers, and clients, with a compelling and enthusiastic attitude that drives clients to action and guides them to success.
• Strong client presence and ability to relate to a variety of company and personality types is a must.
• Ability to represent research, methodologies, and strategies at multiple levels, including Board, C-Level, Business Unit, and Operational.
• Ability to engage with multiple client organization types, including End User Clients, Investors, Technology and Service Providers, Resellers, and Channel Partners.
• Ability to organize effectively, drive for results, collaborate productively, and coach and develop colleagues where required.
• Ability to provide constructive feedback to peers and remain receptive to feedback from others.
• Complete ownership mindset, professional maturity, intellectual curiosity, ability to embrace change and act with integrity, and willingness to follow internal processes and policies, including HR, IT, and Finance.

Core Quantitative Coverage

You are capable of modeling and forecasting:

Foundry

• Wafer starts / wafer-equivalent capacity
• Capacity and utilization by supplier and node
• Node migration
• Customer demand by device/application
• Foundry revenue and market share
• Capex and fab additions
• Pricing and wafer economics
• Constrained versus available capacity

Advanced Packaging

• Package volumes and capacity
• Package type and technology mix
• CoWoS/2.5D/3D-equivalent throughput
• HBM stacks/package
• Substrate and interposer demand
• OSAT versus foundry/IDM share
• Packaging ASPs and revenue
• Capacity expansion and utilization

Research Boundaries

This role owns the manufacturing-market and quantitative view of foundry and advanced packaging.

It does not own:

• GPU/CPU/ASIC competitive strategy
• HBM/DRAM market forecasts
• Semiconductor equipment markets
• End-to-end AI infrastructure strategy

However, the analyst must quantify how these adjacent markets translate into wafer, node, and packaging demand.

Who You Are

To thrive in this role, it helps if you are obsessed with your topic! analysts are correctly viewed as THE experts. This means that:

• You know your technologies, markets, vendors, trends, management practices, etc. well and are able to see both the forest and the trees.
• You are an excellent collaborator with the ability to quickly build rapport and gain client trust.
• You are a confident presenter with a high level of executive presence. Prior experience with speaking engagements is a plus.
• You are an analytical thinker with the ability to process information quickly and make actionable recommendations.
• You are willing to challenge conventional norms and views.

Who are we?

At , Inc. (NYSE:IT), we guide the leaders who shape the world.

Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes a great place to work?

Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.

We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.

Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.

We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

is the world authority on AI

At , you’ll join a company at the very center of the AI revolution. has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

It’s an exciting time to be at , with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, is the place for you.

What do we offer?

offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.

In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.

Ready to grow your career with ? Join us.

The policy of is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.

is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to .

Job Requisition ID:114341

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