Sr Principal, Analyst (Semiconductor Memory – NAND Flash/DRAM) at Gartner
India
<p><b>About this Role:</b></p><p>Analysts create must-have insights for our clients through published research and client interaction. You will meet with clients every day: on the phone, in a videoconference, from the 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.</p><p>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 authoritative quantitative view of the global DRAM, HBM and NAND Flash markets and convert supply, demand, pricing and technology signals into decision-useful market intelligence.</p><br /><p><b>What You’ll do:</b></p><ul><li>Develop and maintain global DRAM, HBM and NAND supply-demand forecasts, including bit growth, wafer capacity, utilization, yields, inventories and pricing.</li></ul><ul><li>Track supplier capacity, capex, technology transitions and competitive positioning across Samsung, SK hynix, Micron, Kioxia, SanDisk and emerging suppliers.</li></ul><ul><li>Forecast market size, revenue, units/bits, ASPs and supplier market share by major memory segment.</li></ul><ul><li>Quantify demand across AI/data center, enterprise storage, PCs, smartphones, automotive and other major applications.</li></ul><ul><li>Track DRAM technology transitions including DDR5, LPDDR and HBM generations, capacity allocation and HBM production economics.</li></ul><ul><li>Track NAND transitions including layer scaling, TLC/QLC mix, enterprise SSD adoption, client SSD and embedded/mobile applications.</li></ul><ul><li>Analyze memory cycles, inventory corrections, pricing inflections and structural supply-demand changes.</li></ul><ul><li>Maintain quarterly market trackers, forecast models, source databases and scenario analysis.</li></ul><ul><li>Provide evidence-based written responses and support VP/market-intelligence-level client conversations.</li></ul><ul><li>Partner with analysts covering AI accelerators, foundry, advanced packaging and storage to quantify cross-market dependencies.</li></ul><ul><li>Identify early indicators that could invalidate the current forecast and proactively revise assumptions and outlooks.</li></ul><ul><li>Actively participate in appropriate Gartner global research communities for formal and in-formal knowledge sharing sessions.</li></ul><br /><p><b>Core Quantitative Coverage :</b></p><p>You are capable of modeling and forecasting:</p><ul><li><b>DRAM / HBM: </b>wafer capacity and utilization, bit output and bit growth, die density and technology-node transitions, HBM stacks, capacity and GB/device, DDR/LPDDR/HBM mix, supplier market share, contract and spot pricing, revenue and ASP, and AI-server and accelerator-driven memory demand.</li><li><b>NAND Flash: </b>wafer capacity and utilization, bits/wafer and layer transitions, TLC/QLC mix, bit supply and demand, supplier market share, pricing and revenue, enterprise/client SSD units and capacity, mobile/embedded NAND, and AI-storage demand including RAG, KV-cache and checkpointing use cases.</li><li><b>Research Boundaries:</b> This role owns the semiconductor memory-market quantitative truth layer. It does not own broad AI accelerator strategy, semiconductor foundry strategy, advanced packaging market strategy, server/storage-system architecture, or the general semiconductor equipment coverage. However, the analyst must quantify how developments in these adjacent markets affect memory demand, supply and economics.</li></ul><br /><p><b>Job Requirements :</b></p><p><b><u>What you will need</u></b></p><ul><li><u>Educational Qualification:</u></li></ul><ul><li>BE/BTech from Grade A engineering colleges with specialization in Electronics, or Semiconductors, or software engineering.</li></ul><ul><li>Graduate + MBA (Marketing or Ops) from leading A & B-schools is desirable.</li></ul><ul><li><u>Work experience:</u></li></ul><ul><li><b>7-10+</b> years minimum experience in semiconductor memory, market intelligence, product planning, business planning, forecasting or industry research.</li></ul><ul><li><u>Domain knowledge/Business Acumen:</u></li></ul><ul><li>Deep expertise in DRAM and/or NAND Flash, with the ability to develop credible coverage across both.</li></ul><ul><li>Strong understanding of memory manufacturing economics, technology migration, supplier capacity and pricing cycles.</li></ul><ul><li>Demonstrated ability to build and maintain quantitative market models and forecasts.</li></ul><ul><li>Experience with memory suppliers, semiconductor market-research firms, OEMs/hyperscalers or relevant supply-chain organizations preferred.</li></ul><ul><li>Awareness of the major issues across the IT, technology, semiconductor and electronics industry affecting software technologies and competitive landscape, and an eagerness to learn more.</li></ul><ul><li><u>MS Office Tools:</u></li></ul><ul><li>Ability to design, develop and maintain large Excel models for market share analysis and forecasting, and strong working knowledge of other MS Office tools such as Word and Power Point for writing and presenting analysis.</li></ul><ul><li><u>Project management skills:</u></li></ul><ul><li>Ability to manage time, keep projects on schedule and resolve issues and deliver all client deliverables in a timely manner.</li></ul><ul><li><u>Communication skills:</u></li></ul><ul><li>Strong written and verbal communication skills with the ability to translate complex market data into clear implications.</li></ul><ul><li><b>Written:</b> A strong writing ability is mandatory. Writing efforts will require stating/staking positions, justifying those positions with facts and providing actionable analysis and recommendations.</li></ul><ul><li><b>Oral:</b> Skills to converse on telephone, face to face, and on-stage, with the ability to explain complex concepts concisely.</li></ul><ul><li><u>Problem Solving:</u></li></ul><ul><li>Strong analytical skills and the ability to think creatively, independently, and efficiently to diagnose and contextualize issues, exhibit critical-thinking and problem-solving capabilities, including working on estimation problems and provide insightful and original analysis.</li></ul><ul><li><u>Interpersonal skills:</u></li></ul><ul><li>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.</li></ul><ul><li>Strong client presence and ability to relate to a variety of company and personality types is a must - ability to represent Gartner research, methodology and strategies at multiple levels (Board, C-Level, Business Unit and Operational) and multiple client organization types (End User Client, Investors, Technology and Service Providers, Resellers, Channel Partners).</li></ul><ul><li>Ability to organize effectively, drive for results, collaborate productively, coach and develop colleagues where required – provide constructive feedback to peers as well as be receptive to feedback from peers.</li></ul><ul><li>Complete ownership mindset, professional maturity and intellectual curiosity, ability to embrace change and act with integrity, and follow internal processes and policies, including, HR, IT and Finance.</li></ul><br /><p><b>Who you are :</b></p><p>To thrive in this role, it helps if you are obsessed with your topic! Gartner analysts are correctly viewed as <b>THE</b> experts. This means that:</p><ul><li>You know your technologies, markets, vendors, trends, management practices, etc., well and be able to see the forest and the trees.</li></ul><ul><li>You are an excellent collaborator with the ability to quickly build rapport and gain client trust.</li></ul><ul><li>You are a confident presenter with a high level of executive presence (prior experience with speaking engagements is a plus).</li></ul><ul><li>You are an analytical thinker with the ability to process information quickly and make actionable recommendations.</li></ul><ul><li>You are willing to challenge conventional norms and views.</li></ul><p>#LI-SN2</p><p><b>Who are we? </b></p><p></p><p>At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.</p><p></p><p>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.</p><p></p><p>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.</p><p></p><p><b>What makes Gartner a great place to work? </b></p><p></p><p>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.</p><p></p><p>We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.</p><p></p><p>Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.</p><p></p><p>We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.</p><p></p><p><b>Gartner is the world authority on AI</b></p><p></p><p>At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.</p><p> </p><p>It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.</p><p></p><p><b>What do we offer? </b></p><p></p><p>Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.</p><p></p><p>In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.</p><p></p><p>Ready to grow your career with Gartner? Join us.</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><br />The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.</p><p style="text-align:inherit"></p><p style="text-align:left">Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to <a target="_blank" href="mailto:ApplicantAccommodations@gartner.com?subject=Request%20for%20Applicant%20Accommodations"><span><span><span><span><span class="WCO0">ApplicantAccommodations@gartner.com</span></span></span></span></span></a>.</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Job Requisition ID:114337<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><span>By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.</span></p><p style="text-align:inherit"></p><p style="text-align:left">Gartner Applicant Privacy Link: <a href="https://jobs.gartner.com/applicant-privacy-policy" target="_blank"><span><span><span><span><span><span><span><span><span class="WLO0">https://jobs.gartner.com/applicant-privacy-policy</span></span></span></span></span></span></span></span></span></a></p><p style="text-align:left"><br /><span class="emphasis-3"><b>For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.</b></span></p>
Apply Now
