Senior Manager, Market Intelligence

About the role

The Senior Manager, Market Intelligence will report to the head of Market Intelligence for the U.S. foundry business and be responsible for foundry market modelling, competitive sensing, and market intelligence. The outputs from this role will be critical to supporting current growth as well as setting mid & long-term strategy.

Responsibilities

• Create foundry (wafer and revenue) demand estimates for various industry verticals in the semiconductor market
• Craft compelling narratives in market research reports and presentations to convince management of recommended course of action
• Summarize & analyze earnings calls from key competitors and industry players to identify implications and track key market indicators e.g. inventory at key customers, segment growth, etc. to identify threats and opportunities. Propose actions to management team.
• Work with account managers on strategic projects including validating customer demand, quantifying new opportunities or TAM within customers or segments, etc. Support creation of CEO and board-level analysis for strategy meetings.
• Analyze macro and microeconomic trends and its impact on the foundry business
• Present analysis to key executives based on data and sensing results
• Create process and systems to execute the above tasks in an efficient and systematic manner.
• Complete other responsibilities as assigned.

Requirements

• Sell-side equity research analyst for semiconductors background highly desirable
• Strong program management and detailed oriented
• Excellent communication, inter-personal and presentation skills
• An avid learner, you approach challenges with curiosity and resilience, seeking data to help build understanding
• You’re collaborative, building relationships, humbly offering support and openly welcoming approaches
• Innovative and creative, you proactively explore new ideas and adapt quickly to change

Qualifications

• Bachelor's in Electrical Engineering, Physics, or related Physical Science with 12+ years of experience or Masters in Electrical Engineering, Physics or related Physical Science with 10+ years of Industry Experience or PhD in Electrical Engineering, Physics, or related Physical Science with 7+ years of Industry Experience Preferred. Master in Business Discipline with Engineering-related degree a PLUS!
• Semiconductor industry experience, with exposure to semiconductor foundry, design services, ASIC and EDA or IP business
• Knowledge of the semiconductors in the switching and routing industry

Skills

• Strong analytical experience
• Expert-level forecasting / modeling skills
• A solid understanding of foundry, ASIC, and OSAT customer and competitor landscape

Benefits

See details in the "What We Offer" section.

Pay

$176,000 - $280,000 USD

Schedule

Onsite at our San Jose headquarters 5 days a week with an average of 10 % travel per month

Contact

Reports to: Sr. Director of Market Intelligence