Sr Principal, Analyst (Semiconductor Memory – NAND Flash/DRAM)
Core
Create authoritative quantitative market intelligence and forecasts for the global DRAM, HBM, and NAND Flash semiconductor memory industry.
Role type
Senior Principal Analyst (Semiconductor Memory Market Intelligence)
Builds
Global supply-demand forecasts, market trackers, and scenario analysis for memory segments.
Domain
Semiconductor industry, specifically Memory (DRAM, HBM, NAND Flash)
Required skills
quantitative market modeling, supply-demand forecasting, technology transition analysis, pricing cycle analysis, Excel modeling, written communication, oral presentation, problem solving
Preferred skills
MBA from top business school, experience with memory suppliers/OEMs/hyperscalers, experience with semiconductor market research firms
Technologies
MS Office (Excel, Word, PowerPoint)
Responsibilities
Develop and maintain global DRAM/HBM/NAND supply-demand forecasts; Track supplier capacity, capex, and technology transitions; Quantify demand across AI/data center, enterprise, and consumer applications; Provide evidence-based written responses and support VP-level client conversations; Partner with analysts on adjacent markets to quantify cross-market dependencies.
Seniority
Senior, hands-on IC
