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

Gartner

Sr Director Analyst providing insights for semiconductor foundry and advanced packaging technology. Engage with clients to deliver product management, development, and marketing insights in AI infrastructure.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $172,000 - $202,500 per yearWebsite

Tech Stack

Tools & technologies

AssemblyNode.js

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

foundry operationscapacity planningnode transitionsyield analysisadvanced packagingsubstrate modelingtest economicsthroughput analysisassembly economicsAI compute availability

Soft Skills

analytical skillsleadershipcollaborationcommunicationmarket-impact insightsproblem-solvingresearch skillsstrategic thinkingcapacity allocationrisk assessment