Director Analyst - Semiconductor Foundry and Advanced Packaging

About the role

Gartner's Emerging Market Dynamics Group is hiring a Director Analyst for semiconductor foundry and advanced packaging. The analyst creates insights for clients through published research and daily client interactions, meeting them by phone, videoconference, at Gartner events or during sales-support visits. The role owns the quantitative and market-intelligence view of global foundry and advanced packaging capacity, technology transitions and economics.

Key responsibilities

• Develop and maintain market forecasts for 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 others.
• Analyze process-node migration, fab expansions, capex, utilization, pricing and customer allocation.
• Maintain market intelligence on advanced packaging (2.5D/3D integration, CoWoS, chiplets, hybrid bonding, fan-out, advanced substrates).
• Quantify packaging capacity, throughput, utilization, supplier share and technology migration.
• Monitor customer/supplier relationships, capacity commitments, geographic expansion and semiconductor localization strategies.
• Identify emerging capacity bottlenecks and support client inquiries with differentiated research.
• Collaborate with analysts covering AI accelerators, memory, equipment, interconnect and infrastructure economics, and take part in Gartner research communities.

Required profile

• B.E./B.Tech from a Grade A engineering college (Electronics, Semiconductors or Software Engineering); graduate with an MBA in Marketing or Operations is desirable.
• 10-12+ years of experience in semiconductor foundry, advanced packaging, manufacturing strategy, market intelligence, product planning or industry research.
• Strong knowledge of semiconductor process technology, capacity planning and advanced packaging, and understanding of foundry economics, yield, utilization and node migration.
• Familiarity with TSMC, Samsung, Intel Foundry, GlobalFoundries, UMC, SMIC, ASE, Amkor and similar players.
• Excellent written and verbal communication, strong writing, and ability to present to executives and clients.

Required skills

• Designing and maintaining large Excel models for market share analysis and forecasting.
• Building quantitative market models and forecasts.
• Project management and time management.