Sr Principal, Analyst (Semiconductor Memory – NAND Flash/DRAM)

About the role

Gartner's Emerging Market Dynamics Group is hiring a Senior Principal Analyst to own the quantitative view of the global DRAM, HBM and NAND Flash markets. The analyst converts supply, demand, pricing and technology signals into market intelligence for clients, meeting them daily by phone, videoconference, at events or during sales-support visits.

Key responsibilities

• Develop and maintain global DRAM, HBM and NAND supply-demand forecasts, including bit growth, wafer capacity, utilization, yields, inventories and pricing.
• Track supplier capacity, capex, technology transitions and competitive positioning across Samsung, SK hynix, Micron, Kioxia, SanDisk and emerging suppliers.
• Forecast market size, revenue, units/bits, ASPs and supplier market share by segment, and quantify demand across AI/data centers, enterprise storage, PCs, smartphones, automotive and others.
• Track DRAM technology transitions (DDR5, LPDDR, HBM) and NAND transitions (layer scaling, TLC/QLC mix, enterprise SSD adoption).
• Analyze memory cycles, inventory corrections and pricing inflections, and maintain quarterly trackers, forecast models, source databases and scenario analysis.
• Provide evidence-based written responses and support VP/market-intelligence-level client conversations, and partner with analysts covering AI accelerators, foundry, advanced packaging and storage.
• Identify early indicators that could invalidate the forecast and revise assumptions proactively.

Required profile

• BE/BTech from a Grade A engineering college (Electronics, Semiconductors or Software Engineering); Graduate + MBA (Marketing or Ops) from a leading A & B school is desirable.
• 7-10+ years of experience in semiconductor memory, market intelligence, product/business planning, forecasting or industry research.
• Deep expertise in DRAM and/or NAND Flash, with a strong grasp of manufacturing economics, technology migration, supplier capacity and pricing cycles.
• Experience with memory suppliers, semiconductor research firms, OEMs/hyperscalers or supply-chain organizations preferred.

Required skills

• Building and maintaining quantitative market models and forecasts.
• Large Excel models for market share analysis and forecasting, plus Word and PowerPoint.
• Strong written and oral communication, presentation and client-facing skills.
• Project management, analytical thinking and problem solving.

The role covers only the quantitative memory market; it does not own broad AI accelerator, foundry, advanced packaging or server/storage-system strategy, but must quantify how adjacent markets affect memory demand and economics. Gartner offers hybrid work, competitive compensation and benefits.