WILMINGTON, DEL., Sept. 18, 2025 – Qnity, DuPont Electronics, (“Qnity”), a premier technology solutions leader across the semiconductor value chain, today hosted an Investor Day at the New York Stock Exchange. Video recordings of the presentation are now available to view via web replay on Qnity’s Investor Relations site: https://ir.qnityelectronics.com/.
This was Qnity’s inaugural Investor Day, in advance of the intended separation from DuPont into an independent, publicly traded company, targeted for November 1, 2025.1 This event brought together members of the leadership team and the financial community to discuss Qnity’s strategy and growth plans. The event also provided an innovation expo demonstrating Qnity’s high-value product portfolio across the semiconductor supply chain and its role in enabling AI, high performance computing, and advanced connectivity.
“We’re excited to showcase Qnity’s broad portfolio and the integral role we play in nearly every stage of the semiconductor value chain, including chip fabrication, advanced packaging, thermal management solutions, and more,” said Jon Kemp, Chief Executive Officer-Elect of Qnity and President of DuPont Electronics. “Qnity’s total addressable market exceeds $30 billion. We have a strong foundation for long-term growth, and we expect to outperform the industry by leveraging our competitively advantaged position, including deep customer relationships, global scale, market leading solutions, and operational excellence.”
Jon added, “Following the intended separation of Qnity in November, we’ll be a leading global pure-play technology provider for semiconductors, and we’re well positioned to continue making tomorrow’s technologies possible.”
Qnity’s leadership also outlined its financial strategy to achieve above-market growth and strong profitability and provided its 2025 pro forma financial estimates and 3-year financial objectives through 2028.
“We’re actively working to capitalize on opportunities in one of the world’s most exciting, high-growth markets,” said Matt Harbaugh, Chief Financial Officer-Elect for Qnity. “The semiconductor industry revenue is projected to surpass $1 trillion2 around the end of the decade. These trends favor Qnity, with our core competitive differentiators, including our portfolio breadth, integrated offerings and resilient supply chain. Importantly, our strong balance sheet position and robust cash flow will provide us with optionality for balanced capital allocation, including organic and inorganic growth, driving long-term value for shareowners.”
Qnity is expected to be listed under the ticker “Q” on the NYSE.
Investor Day web replay:
Qnity’s Investor Day presentation and a replay of the discussion are available at https://ir.qnityelectronics.com/.
1On January 15, 2025, DuPont announced it is targeting November 1, 2025, for the completion of the Spin-Off. The Spin-Off will not require a shareholder vote and is subject to satisfaction of customary conditions, including final approval by DuPont’s board of directors, receipt of tax opinion from counsel, the completion and effectiveness of the Form 10 registration statement filed with the SEC, applicable regulatory approvals and satisfactory completion of financing.
2Source: SEMI, McKinsey & Company, and TechInsights.