Sr Director Analyst, Semiconductor NAND Flash

Senior Director Analyst - Semiconductor NAND Flash (US Remote) About the role: Gartner Analysts are industry thought leaders who create must-have insights, market predictions and best practices for a broad range of world-leading organizations. A Senior Director serves as a leader within Gartner’s Business and Technology Insights (BTI) group, establishing oneself as a credible voice within their designated market at local, regional and global levels. Utilizing exceptional research and analytical skills, a Senior Director plays a significant role in producing pragmatic and provocative insights which Gartner clients consume and apply to propel their business toward key objectives. They are a trusted source of advice for clients, reinforcing Gartner’s value every day by engaging them via in-person meetings, virtual meetings, sales support visits and Gartner conferences to discuss complex client challenges and offer appropriate recommendations. As part of Gartner’s Emerging Market Dynamics Group, you will equip leaders in the NAND Flash, enterprise SSD and AI storage industry with indispensable insights, advice, and tools to achieve their mission-critical priorities and build the successful organizations of tomorrow. You will develop independent market positions, advise senior technology and business leaders, and connect NAND supply, pricing, technology transitions and SSD architecture to the economics of AI and data-center infrastructure. What you will do: Create innovative, thought provoking, and highly leveraged “must-have insights” content Develop new insights and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward Lead executive-level client discussions on NAND supply, pricing, SSD strategy, AI-storage economics and supplier positioning Create must-have research that takes a clear position on where the NAND/SSD market is heading, why, and what clients should do about it. Own the top-level NAND/SSD thesis and ensure it is consistent with the underlying quantitative market model and evidence base. Contribute to cross-domain research with analysts covering DRAM/HBM, AI accelerators, foundry, advanced packaging, networking and data-center power. Maintain a strong industry network across memory suppliers, SSD vendors, cloud providers, OEMs, controller suppliers, equipment vendors and investors. Demonstrate thought leadership in establishing Insights positions across a team of analysts Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings Support BTI and Sales: Provide sales support serving as voice of the market to help Insights teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business Provide high quality and timely content peer review Build credibility as an industry expert to represent Gartner insights, methodology and strategy Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the Insights community Identify research process improvements or develop new processes that help the team and BTI provide excellent service delivery Be a mentor and a coach by supporting more junior team members Be client-centric while actively seeking to help clients engage regularly and often with Gartner insights and interactions Quantitative coverage expected Supply: Wafer capacity, utilization, yields/productivity, bits per wafer, bit growth, capex, technology migration and supplier output Demand: NAND bits/EB by smartphone, PC, client SSD, enterprise SSD, AI/data-center, embedded and other material applications Pricing & economics: ASP/GB, contract versus spot dynamics, cost/bit, gross-margin sensitivity, inventory and supply-demand balance Enterprise SSD: Units, capacity/drive, revenue, interface/form factor, QLC/TLC mix, AI versus non-AI demand and supplier/customer dynamics Scenarios: Base/high/low demand, supplier response, AI slowdown/upside, China supply, technology-ramp and pricing sensitivity Leading indicators: Inventory weeks, supplier utilization, capex, contract/spot spreads, customer procurement behavior, SSD lead times and capacity commitments Research Boundaries: This role owns NAND/SSD strategic thesis, supplier economics, market outlook and AI-storage implications. It does not own the broad DRAM/HBM forecast, enterprise storage systems market, foundry/packaging market, or AI accelerator market. The role must, however, quantify how those adjacent markets affect NAND demand, SSD architecture and supplier economics. What you will need: Bachelor's degree or equivalent experience; specialization in Electronics or Semiconductors or software engineering preferred 12+ years experience in NAND Flash, SSDs, semiconductor market research, product strategy, business planning or storage technology. Deep knowledge of NAND supply-demand mechanics, technology migration and supplier economics; enterprise SSD experience strongly preferred 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 Strong quantitative fluency: able to challenge forecast assumptions, understand model structure and connect units, content, capacity, pricing and revenue. Demonstrate executive presence; can immediately establish credibility with executives and additional stakeholders Strong organizational skills; ability to work under tight deadlines and produce high quality deliverables Demonstrate excellence in research and writing ability Strong written and verbal proficiency, analytical and presentation skills; ability to engage clients and respond effectively to questions Proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges Strong communication skills - able to explain complex concepts concisely and simply Subject matter expertise; comfortable presenting at large and small-scale speaking engagements Strong business and financial acumen Deep knowledge of the global and competitive landscape within subject area as well as the interplay in that market Ability to work independently, while also being intrinsically motivated to collaborate across teams and support the workflow of others, in a multicultural global team Learning agile and adept with navigating highly matrixed environments Ability to represent Gartner's research methodology and strategies effectively at all levels Willingness and ability to travel up to 25% (where applicable) #LI-Remote #LI-FR1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. 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. 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. What makes Gartner a great place to work? 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. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. 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. Gartner is the world authority on AI 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. 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. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. 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. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. 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