The role involves market intelligence and yield modeling for memory supply demand analysis cost dynamics and procurement strategy across AI platforms.

This is an opportunity to own Market Intelligence Yield/Capacity Modeling and Supply-Demand analysis to guide memory strategy and procurement decisions across Arm in one of the most transformative moments in our history.
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

Financial & TCO Modeling

• Develop total cost of ownership (TCO) models across memory technologies

Analyze price-per-bit trends and margin sensitivity

• Quantify financial exposure under different supply scenarios
• Competitive & Booking Visibility
• Monitor competitor capacity bookings and supplier allocation trends
• Provide insight into industry demand concentration and priority customers

Executive Reporting

• Deliver concise executive summaries on market conditions risks and recommendations
• Translate complex data into clear actionable insights

Additional Information
Please note that no relocation package is available for this role.
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Salary Range:
$152100-$205700 per year
We value people as individuals and our dedication is to reward people competitively and equitably for the work they do and the skills and experience they bring to Arm. Salary is only one component of Arm's offering. The total reward package will be shared with candidates during the recruitment and selection process.
Accommodations at Arm
At Arm we want to build extraordinary teams. If you need an adjustment or an accommodation during the recruitment process please email [email protected] . To note by sending us the requested information you consent to its use by Arm to arrange for appropriate accommodations. All accommodation or adjustment requests will be treated with confidentiality and information concerning these requests will only be disclosed as necessary to provide the accommodation. Although this is not an exhaustive list examples of support include breaks between interviews having documents read aloud or office accessibility. Please email us about anything we can do to accommodate you during the recruitment process.
Hybrid Working at Arm
Arm's approach to hybrid working is designed to create a working environment that supports both high performance and personal wellbeing. We believe in bringing people together face to face to enable us to work at pace whilst recognizing the value of flexibility. Within that framework we empower groups/teams to determine their own hybrid working patterns depending on the work and the team's needs. Details of what this means for each role will be shared upon application. In some cases the flexibility we can offer is limited by local legal regulatory tax or other considerations and where this is the case we will collaborate with you to find the best solution. Please talk to us to find out more about what this could look like for you.
Equal Opportunities at Arm
Arm is an equal opportunity employer committed to providing an environment of mutual respect where equal opportunities are available to all applicants and colleagues. We are a diverse organization of dedicated and innovative individuals and don't discriminate on the basis of race color religion sex sexual orientation gender identity national origin disability or status as a protected veteran.