Senior Director, Custom Silicon Supply Planning

Microsoft’s Cloud business is expanding, and the Cloud Supply Chain (CSCP) organization is responsible for enabling the hardware infrastructure underlying this growth including AI! CSCP’s vision is to empower customers to achieve more by delivering Cloud and AI capabilities at scale. Our mission is to deliver the world's computer with an industry-leading supply chain. The CSCP organization is responsible for traditional supply chain functions such as plan, source, make, deliver, but also manages supportability (spares), sustainability, and decommissioning of datacenter assets worldwide. We deliver the core infrastructure and foundational technologies for Microsoft's over 200 online businesses including Bing, MSN, Office 365, Xbox Live, OneDrive and the Microsoft Azure platform for external customers. Our infrastructure is supported by more than 300 datacenters around the world that enable services for more than 1 billion customers in over 90 countries.

The Cloud Sourcing, Spares, Security and Sustainability (CS4) organization within CSCP manages sourcing, strategy, and suppliers to provide cost, flexibility, and supply advantages that enable our org to become a world-class supply chain. Well-defined and executed sourcing and supply chain management ensures reliable, on-time performance and optimized cost, prevents urgent and unplanned investments, and provides accurate and timely information across the supply base and internally across the infrastructure organization. Our focus is on smart growth, high efficiency, and delivering a trusted experience to customers and partners worldwide.

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.

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Portfolio-Level Supply Planning Leadership

• Own the integrated supply planning strategy and execution across all custom and semi-custom silicon programs (Maia, Cobalt, and future designs). 
• Translate long-range demand signals (3 to 5+ years) into portfolio-level, capacity-constrained supply plans aligned with semiconductor industry realities. 
• Drive scenario planning across demand, yield, and supply variability to inform strategic and operational decisions. 

Organizational Leadership & Capability Building

• Lead and scale an organization of supply planning leaders and planners, establishing clear accountability and development pathways. 
• Build a silicon supply planning center of excellence, standardizing processes, systems, and governance across programs. 
• Drive organizational maturity to support an expanding portfolio of custom and semi-custom silicon initiatives. 

Cross-Functional & Ecosystem Alignment

• Partner with Capacity Planning to align silicon supply with Microsoft’s global rack deployment strategy (timing, volume, and regionalization). 
• Collaborate with Sourcing and Supplier Management to incorporate supplier capacity, lead times, allocation dynamics, and risk signals. 
• Engage with Engineering leadership on roadmap alignment, yield ramps, and product lifecycle transitions. 
• Work closely with Finance to align supply strategies with multi-year capex plans, investment pacing, and financial targets. 
• Interface (in partnership with sourcing) with key ecosystem players including foundries, OSATs, substrate suppliers, and design partners. 

Integrated Supply & Capex Strategy

• Co-own the multi-year supply and capital investment strategy, including wafer capacity reservations, long-lead material commitments, and infrastructure scaling. 
• Drive trade-off decisions across cost, risk, and supply assurance using scenario-based and TCO modeling. 
• Ensure alignment between supply plans, deployment needs, and financial commitments at the executive level. 
• Define and execute multi-year silicon supply chain strategies informed by market intelligence, capacity outlooks, and supplier landscape evolution. 

Execution, Risk Management & Operational Excellence

• Ensure delivery against demand plans through optimized forward and reverse supply chain flows. 
• Maintain co