Global Supply Manager, PCBs

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 a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep & parallel chain-of-thought reasoning agents. Backed by hundreds of millions from top-tier investors and staffed by leading engineers, Etched is redefining the infrastructure layer for the fastest growing industry in history.

Job Summary

As Etched scales global deployments of our transformer inference systems, we are seeking an experienced Global Supply Manager to own sourcing and supplier strategy for printed circuit boards (PCBs) and related fabrication and assembly services.

You will be responsible for building and managing Etched’s global supply base for complex, high-performance PCBs — including high-layer-count, high-speed, and advanced materials boards — ensuring we can scale production rapidly, cost-effectively, and with high quality. This is a strategic and highly cross-functional role, working closely with hardware engineering, manufacturing operations, and program management.

Key Responsibilities

• Develop and execute global sourcing strategies for PCBs, including bare board fabrication, advanced substrates, and PCB assembly partners

• Build and maintain strong relationships with PCB fabs and EMS partners across regions to ensure quality, yield, capacity, and delivery performance

• Negotiate commercial and contractual terms covering pricing, capacity reservations, tooling, and NREs

• Partner closely with Hardware Engineering to support DFM/DFT, stack-up selection, materials choices, and vendor qualification

• Drive cost modeling, benchmarking, and should-cost analysis for complex multilayer boards and advanced processes

• Identify and mitigate supply risks related to yield, materials availability, lead times, and regional concentration

• Align sourcing plans with program schedules, NPI milestones, and ramp timelines

• Present sourcing strategies, tradeoffs, and risk assessments to executive leadership

You may be a good fit if you have

• Bachelor’s degree in Engineering, Supply Chain, or related field

• 7+ years of experience sourcing PCBs or EMS for high-performance compute, networking, or hardware systems

• Strong understanding of PCB fabrication processes, materials (FR-4, low-loss laminates), stack-ups, and assembly constraints

• Demonstrated success managing complex supplier relationships and high-value negotiations

• Ability to assess PCB BOMs, fabrication quotes, yield drivers, and cost structures

• Experience working cross-functionally with electrical engineering and manufacturing teams

• Proven ability to operate autonomously in ambiguous, fast-moving environments

• Experience managing suppliers across Asia, North America, and Europe

Strong candidates may also have experience with

• High-layer-count, high-speed, or HDI PCB designs

• Early supplier engagement during architecture and schematic phases

• Yield improvement and failure analysis with fabs and EMS partners

• Scaling PCB supply in high-growth hardware programs

Benefits

• 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)

How we’re different

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.