Principal Analyst – Physical AI Semiconductors, IoT, Market Intelligence, Forecast/Market Sizing Models

This is a fully remote position, open to applicants in India.

📋 Description

• Develop published research and client insights through interactions and research initiatives.

• Provide semiconductor memory industry leaders with valuable insights, recommendations, and tools.

• Engage clients via phone or videoconference to help them navigate and resolve challenges.

• Take ownership of the quantitative and market-intelligence perspective regarding AI Processing Semiconductors and AI Data Centre Semiconductors.

• Convert demand signals into chip revenue forecasts and assess competitive impacts.

• Create and uphold market share and market forecasts for AI processing and AI Data Centre semiconductors.

• Monitor cutting-edge chip releases and their adoption from companies like NVIDIA, Broadcom, Marvell, MediaTek, AMD, and others.

• Maintain comprehensive market intelligence on emerging semiconductor startups and direct contracts with OEM-foundries.

• Evaluate how AI accelerators, custom ASICs, CPUs, GPUs, and other high-performance processors generate revenue growth opportunities.

• Oversee customer and supplier relationships, commitments to capacity, geographic expansions, and localization strategies in semiconductors.

• Keep up-to-date quarterly trackers, forecasts, supplier databases, and scenario models.

• Collaborate with analysts focusing on AI accelerators, GPUs, ASICs, interconnects, and AI infrastructure economics.

• Engage in Gartner's global research communities and knowledge-sharing sessions.

• Model and project chip demand, AI processing semiconductor units and revenue, node migration, customer demand, foundry implications, capacity, and ODM/IDM/OEM-to-foundry direct mix.

• Quantify how adjacent markets influence data centre semiconductor demand revenues.

• Represent Gartner research and deliver actionable recommendations to clients.

⛳️ Requirements

• A BE/BTech degree from top-tier engineering colleges, specializing in Electronics, Semiconductors, or Software Engineering.

• A graduate degree plus an MBA in Marketing or Operations from prestigious A and B-schools is preferred.

• Over 5 years of experience in the semiconductor or semiconductor-related industry or research field.

• Proven experience in constructing quantitative market models and forecasts.

• In-depth knowledge of the semiconductor supply chain.

• Familiarity with key players such as Intel, TSMC, Broadcom, AMD, MediaTek, and Marvell.

• Basic understanding of foundry economics, yield, utilization, node migration, and customer allocation practices.

• Capacity to link data centre chip demand with competitive and financial outcomes.

• Excellent skills in both written and verbal communication.

• Ability to challenge industry assumptions with evidence-based and quantitative analysis.

• Awareness of significant issues affecting the IT, technology, semiconductor, and electronics sectors.

• Proficient in designing, developing, and maintaining extensive Excel models for market share analysis and forecasting.

• Strong working knowledge of Microsoft Word and PowerPoint.

• Capable of managing time effectively, ensuring projects stay on schedule, resolving issues, and delivering client materials promptly.

• Exceptional writing skills, including articulating positions, backing them up with facts, and offering actionable analysis and recommendations.

• Ability to convey complex concepts clearly via telephone, face-to-face interactions, and presentations.

• Strong analytical, creative, independent, and efficient problem-solving capabilities.

• Demonstrated critical-thinking and problem-solving skills, including estimation tasks and original analysis.

• Proficiency in building professional relationships with analysts, initiative leaders, managers, and clients.

• Strong client engagement presence and ability to connect with diverse company cultures and personality types.

• Capacity to represent Gartner research, methodologies, and strategies at various organizational levels.

• Skilled in engaging with end-user clients, investors, technology and service providers, resellers, and channel partners.

• Effective organizational skills, driving results, collaborating, and mentoring colleagues.

• A mindset of complete ownership, professional maturity, intellectual curiosity, integrity, adaptability, and a willingness to adhere to internal processes and policies.

🏝️ Benefits

• Comprehensive world-class benefits.

• Highly competitive compensation packages.

• Significant rewards for top performers.

• A hybrid work environment that allows for virtual productivity while fostering collaboration in a dynamic community.

• Opportunities for professional growth and career development.

• An inclusive workplace culture.

• Reasonable accommodations for qualified individuals with disabilities.