Senior Manager, Market Intelligence

What you'll do

• Create foundry wafer and revenue demand estimates for various industry verticals in the semiconductor market.
• Analyze competitor earnings calls to identify market indicators, threats, and opportunities.
• Develop compelling narratives and reports to convince management of recommended strategic actions.
• Perform strategic analysis to validate customer demand and quantify new opportunities or total addressable markets.
• Prepare data-driven analysis for executive leadership and board-level strategy meetings.
• Analyze macro and microeconomic trends to determine their impact on the foundry business.
• Establish systems, processes, and models to execute market intelligence tasks efficiently.

What we're looking for

• A Bachelor's degree in Electrical Engineering, Physics, or a related Physical Science with 12+ years of experience is preferred.
• A Master's degree in Electrical Engineering, Physics, or a related Physical Science with 10+ years of industry experience is preferred.
• A PhD in Electrical Engineering, Physics, or a related Physical Science with 7+ years of industry experience is preferred.
• Experience as a sell-side equity research analyst for semiconductors is highly desirable.
• Candidates must possess expert-level forecasting and modeling skills to create foundry demand estimates.
• Applicants should have semiconductor industry experience involving foundry, design services, ASIC, EDA, or IP business.
• The role requires strong analytical skills, program management, and the ability to craft compelling narratives for executive presentations.
• Knowledge of semiconductors in the switching and routing industry is required.