NAND Strategist
Santa Clara · Connecticut · USD 162,000-243,000 / year · 12+ years experience · Posted Oct 5, 2026
At a glance
- Experience
- 12+ years experience
- Location
- Santa Clara · Connecticut
- Salary
- USD 162,000-243,000 / year · Base salary
About the role
- Step into a highly strategic Director-level role as the company’s NAND Industry Subject Matter Expert.
- Develop and maintain a deep, forward-looking view of the NAND industry and use that expertise to help shape the company’s five-year NAND strategy.
- Connect external NAND industry dynamics with product, technology, supply, cost, and growth requirements.
Responsibilities
- Serve as the company’s NAND industry subject matter expert, providing a deep and differentiated perspective on NAND technology, suppliers, industry economics, supply/demand, capacity, pricing, and competitive dynamics.
- Help develop the five-year NAND strategy in partnership with Sourcing and the Business Units, translating industry trends and supplier roadmaps into long-term technology, capacity, sourcing, and product strategies.
- Develop a forward-looking view of the NAND industry, including technology transitions, wafer and bit capacity, layer scaling, TLC/QLC adoption, cost curves, supplier investment plans, industry consolidation, and major changes in supply and demand.
- Assess NAND suppliers and their strategic direction, including technology roadmaps, manufacturing capabilities, capacity expansion, investment priorities, financial position, customer allocation strategies, and competitive behavior.
- Partner with Sourcing to inform long-term supplier strategy, including supplier selection, diversification, capacity commitments, strategic relationships, commercial models, and negotiation strategy.
- Partner with Business Units and Product Management to understand long-range product requirements and ensure the five-year NAND strategy aligns with anticipated customer demand, product roadmaps, performance requirements, and business growth.
- Build market and scenario models to evaluate alternative industry and business outcomes, including changes in supply, demand, technology, pricing, capacity, and supplier behavior.
- Identify emerging opportunities and risks early, providing senior leadership with a clear view of structural changes in the NAND industry and their potential impact on the business.
- Provide executive-level insight and recommendations, distilling complex industry information into a clear view of what matters, what is changing, and what strategic actions should be considered.
- Work from the Santa Clara office in compliance with Everpure's policies, unless on PTO, work travel, or other approved leave.
Requirements
- Expert-level knowledge of the NAND flash memory industry with a deep understanding of the major suppliers, technologies, manufacturing economics, capacity, technology roadmaps, and competitive landscape.
- Strong understanding of NAND industry economics, including wafer capacity, bit growth, technology transitions, cost structures, utilization, supply/demand cycles, pricing dynamics, and supplier investment decisions.
- Deep knowledge of the major NAND suppliers, including their technology roadmaps, manufacturing strategies, capacity plans, financial drivers, and strategic priorities.
- Ability to see around corners—connecting technology, supplier, market, geopolitical, and economic trends to anticipate how the NAND industry may evolve over a five-year horizon.
- Strategic thinking and analytical rigor, with the ability to build market models, evaluate scenarios, challenge assumptions, and translate industry intelligence into strategic implications.
- Strong cross-functional influence, with experience working across Sourcing, Business Units, Product Management, Engineering, Finance, and Operations to develop and align long-range strategies.
- Executive communication skills, with the ability to explain highly complex NAND industry dynamics clearly and credibly to senior leadership.
- Established industry network and external perspective across NAND suppliers, semiconductor companies, technology partners, analysts, and other industry participants.
- 12+ years of relevant experience in NAND, semiconductors, storage, or a closely related technology industry.
Preferred qualifications
- Direct NAND industry experience is strongly preferred.
Benefits
- Incentive pay and/or equity
- Flexible time off
- Wellness resources
- Company-sponsored team events
Workplace
- Primarily an in-office environment
- Expected to work from the Santa Clara office in compliance with company policies
Skills
- NAND Flash Memory
- Executive Communication