Silicon Supply Chain

Mountain Viewfull timeOn Site

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$168k–$250k

H1B: yes

Density AI The Silicon Supply Chain role at Density AI owns the commercial relationship with foundries, OSATs, and test partners from strategy through supply continuity. This role negotiates agreements and manages capacity, cost, and risk for custom silicon production.

Responsibilities

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.
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

Qualification

Comfort with ambiguity and paceBackground in custom siliconHands-on with advanced packaging (2

Required

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)

Preferred

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