Sr Principal, Analyst Semiconductor Memory – NAND Flash/DRAM

About this Role: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.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.What You’ll do: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 major memory segment.Quantify demand across AI/data center, enterprise storage, PCs, smartphones, automotive and other major applications.Track DRAM technology transitions including DDR5, LPDDR and HBM generations, capacity allocation and HBM production economics.Track NAND transitions including layer scaling, TLC/QLC mix, enterprise SSD adoption, client SSD and embedded/mobile applications.Analyze memory cycles, inventory corrections, pricing inflections and structural supply-demand changes.Maintain quarterly market trackers, forecast models, source databases and scenario analysis.Provide evidence-based written responses and support VP/market-intelligence-level client conversations.Partner with analysts covering AI accelerators, foundry, advanced packaging and storag




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