Demand Planning Manager

About Etched

Etched is building the world’s first AI inference system purpose-built for transformers, delivering over 10x higher performance and dramatically lower cost and latency than GPUs. Backed by top-tier investors and led by world-class engineers, Etched is redefining the infrastructure layer for AI. As we scale production and global deployments, we are seeking a Demand Planning Manager to own demand planning, and supply alignment across new product introductions and volume production.

• Own demand-supply forecasting and finished goods inventory.
• Generate and execute weekly and quarterly demand - supply plans that meet Etched’s S&OP objective. Evaluate risks. Plan and implement contingency plans to mitigate risk.
• Build and execute weekly, monthly, and quarterly demand and supply plans
• Monitor planned vs. actual builds, inventory levels, and consumption rates; adjust plans as needed
• Partner with Manufacturing OPM and Global Supply Management to translate forecasts into executable build plans
• Lead scenario planning, risk identification, and mitigation under capacity or component constraints
• Present demand, supply risks, and recommended actions to leadership
• Drive continuous improvement of demand planning processes, tools, and models

• Bachelor’s degree in Engineering, Supply Chain, or related field
• 5+ years of experience in demand planning, supply planning, or supply chain operations
• Strong analytical skills; highly proficient in Excel
• Experience supporting production environments and NPI ramps
• Excellent communication skills and ability to work cross-functionally
• Comfortable operating in fast-paced, ambiguous, startup environments

• Experience with APS, MRP/ERP systems, or scenario planning tools
• Background in hardware, semiconductor, or advanced manufacturing
• Experience with data visualization, SQL, or Python

• Full medical, dental, and vision packages, with generous premium coverage
• Housing subsidy of $2,000
  /month for those living within walking distance of the office
• Daily lunch and dinner in our office
• Relocation support for those moving to San Jose (Santana Row)

Etched believes in the Bitter Lesson. We think most of the progress in the AI field has come from using more FLOPs to train and run models, and the best way to get more FLOPs is to build model-specific hardware. Larger and larger training runs encourage companies to consolidate around fewer model architectures, which creates a market for single-model ASICs.

We are a fully in-person team in San Jose (Santana Row), and greatly value engineering skills. We do not have boundaries between engineering and research, and we expect all of our technical staff to contribute to both as needed.