Silicon Supply Chain

About the role:

Own the commercial relationship with the foundries, OSATs, and test partners that bring our custom silicon to life — the single commercial owner for this commodity, from strategy and negotiation through capacity, cost, and supply continuity. Your scope runs from the wafer to the packaged, tested device, operating where custom-silicon economics, yield/test realities, and aggressive timelines collide. This is a deep-expertise role: you already speak the language of wafer agreements, assembly/test economics, and foundry capacity, and you've sat across the table from the largest players in the industry.

What you'll do:

• Own the commercial relationship with foundries, OSATs (assembly & advanced packaging), and test/ATE vendors across the full silicon lifecycle

• Negotiate the agreements that govern them — MSAs, MPAs/MPSAs, NDAs, SOWs, capacity/pricing, and tooling/NRE terms — balancing cost, capacity, quality, and risk

• Read the semiconductor commodity landscape — forecast trends and capacity/pricing dynamics and turn them to DensityAI's advantage

• Build and own the silicon cost model (wafer cost, die-per-wafer/yield, packaging, test time/ATE, NRE/mask) and use it to drive negotiations and design-for-cost decisions with engineering

• Secure capacity and supply continuity across nodes and packaging technologies — managing allocation risk, lead times, and second-source strategy in a constrained market

• Partner deeply with engineering and program management (design, packaging, test, quality, NPI) so commercial strategy and technical execution move as one

• Translate technical realities (yield ramps, test escapes, qualification) into cost, margin, and program-risk outcomes, and brief leadership crisply

What we're looking for:

• First-hand experience managing the commercial relationship with a major logic foundry, plus at least one of a leading OSAT or test/ATE vendor (ideally more)

• Proven ownership of MSA/MPA/NDA/SOW negotiations with foundry, OSAT, and/or test partners

• Fluency in custom-silicon/ASIC economics — how wafer pricing, yield, packaging, and test build into unit cost, and which levers move it

• A working command of the technical drivers (yields, test coverage, qualification flows) and how each hits cost and commercial success

• An established network across the foundry/OSAT/test ecosystem

• Working understanding of advanced packaging — specifically CoWoS-L and CoWoS-R — and how packaging choice drives capacity, cost, and supply risk

• Comfort with ambiguity and pace; you bring structure where there is none and treat direction changes as opportunity