Responsibilities:
This role is responsible for building and maintaining a data-driven view of memory supply, demand, and cost dynamics, enabling informed decisions on capacity planning, allocation, and long-term procurement strategy across Arm’s AI platforms. Some key areas you will bring your experience to are:
Memory Market Intelligence

• Track industry trends across DRAM, HBM, LP memory, and NAND

Monitor supplier roadmaps, node transitions, and capacity expansions

• Provide regular market insights and risk alerts
• Supplier Capacity & Wafer Tracking
• Track wafer starts, fab capacity, and supplier output
• Model available supply across key memory vendors
• Develop forward-looking capacity visibility
• Yield & Capacity Modeling
• Model HBM yield scenarios and stack efficiency
• Analyze LP + allocation sensitivity and supply constraints
• Identify risks tied to yield inflections and ramp timelines
• Supply / Demand Analysis
• Align internal demand forecasts with external supply constraints
• Identify gaps, bottlenecks, and allocation risks
• Support cross-program prioritization decisions 
• Are you interested in this position?

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