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

🕒 April 28

🇺🇸 United States – Remote

💵 $172k - $202.5k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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Gartner

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1979

🏢 Enterprise

Enterprise • Consulting • Research

Gartner is a global research and advisory firm providing expert analysis, bold ideas, and guidance to enterprise leaders and their teams. Gartner helps its clients succeed with mission-critical priorities by offering tailored services in client services, consulting, digital markets, executive advisory, finance, human resources, legal, marketing, products, research, sales, and technology. The company emphasizes its high-impact culture built on inclusivity and diversity, with a hybrid work model to foster global collaboration. Gartner also supports 40+ conferences and offers consulting strategies to optimize technology investments.

📋 Description

• 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

🎯 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