Silicon Supply Chain

DensityAI; Mountain View (CA); On-site; USD 168,000 - 250,000; Full time

Job summary

DensityAI, Inc. seeks a senior commerce leader to own strategic relationships with major foundries, OSATs, and test partners across the silicon lifecycle. You will negotiate MSAs/MPAs/NDAs/SOWs, forecast market dynamics, and drive a cost model that informs supplier choices and design-for-cost decisions with engineering.

This role combines strategic vision with hands-on execution in a fast-moving market. You will secure capacity, manage allocation risk, and ensure supply continuity while

Qualifications

• Experience managing commercial relationships with major foundries, OSATs, or test vendors.
• Proven ownership of MSAs/MPAs/NDAs/SOWs negotiations.
• Fluency in custom-silicon economics and cost levers.
• Understanding of yields, packaging, test, and qualification impacts on cost.
• Established network across foundry/OSAT/test ecosystem.

Responsibilities

• Own the commercial relationship with foundries, OSATs, and test vendors across the silicon lifecycle.
• Negotiate MSAs, MPAs/MPAs, NDAs, SOWs, capacity and pricing terms, balancing cost and risk.
• Read the semiconductor commodity landscape to forecast capacity and pricing dynamics.
• Build and own silicon cost models (wafer cost, die-per-wafer, packaging, test, NRE) and use them to drive negotiations.
• Secure capacity and supply continuity across nodes and packaging technologies.
• Collaborate with engineering and program management so commercial strategy aligns with technical execution.
• Translate technical realities into cost and risk outcomes for leadership.

Skills

Foundry relations

Negotiations

ASIC economics

Cost modeling

Vendor management

Job description

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
• Took a custom ASIC from tape‑out through high‑volume production, owning supply commercials end‑to‑end (preferred)
• Background in custom silicon, hyperscale ASIC, or merchant/AI‑silicon programs (preferred)
• Hands‑on with advanced packaging (2.5D/3D, CoWoS‑L / CoWoS‑R, chiplets, EMIB, substrate) and the related OSAT/foundry capacity dynamics (preferred)

Compensation

Final offers depend on level, location, and skills relevant to the role. Additional compensation: equity grant per company guidelines; medical / dental / vision; 401(k); standard PTO.

DensityAI sponsors qualified candidates for H‑1B, O‑1, TN, E‑3, and other employment‑based visas, and we welcome applicants on F‑1 OPT and STEM‑OPT. Work authorization is required at start; we provide immigration support to secure or transfer status.

Export Controls

Aspects of this role may involve access to information subject to U.S. export controls (EAR/ITAR). We may discuss licensing or scope adjustments during the interview.

DensityAI is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religious creed, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age (40+), sexual orientation, military or veteran status, pregnancy, or any other status protected by law. We comply with the California CROWN Act and provide reasonable accommodations on request.

Full compensation packages are based on candidate experience and relevant certifications.

$168,000 - $250,000 USD