Director Analyst - Semiconductor Foundry and Advanced Packaging

Gartner

Director Analyst - Semiconductor Foundry and Advanced Packaging

Taipei, Taipei City / Remote - Korea

Business and Technology Insights

Description

• 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 Gartner 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 Gartner’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 Gartner global research communities for formal and informal knowledge-sharing sessions.

• What You Will Need

• Educational 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 Gartner 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! Gartner 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 Gartner, 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 Gartner 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