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Qnity Electronics (Q) investor relations material
Qnity Electronics Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary12 Nov, 2025
Company overview and leadership
Premier global technology solutions provider for the semiconductor value chain, with a focus on innovation and reliability.
Led by CEO Jon Kemp (15+ years electronics experience) and CFO Matt Harbaugh (30+ years financial experience).
Operates 39 manufacturing sites and 17 R&D facilities globally, with a strong local-for-local operating model.
End-to-end portfolio covers chip fabrication, advanced packaging, PCB building, and assembly & display.
Over 65% of portfolio tied directly to semiconductors, serving ~80% of the market through long-term partnerships.
Market trends and growth drivers
Secular trends in AI, high-performance computing, cloud, and edge computing drive demand for advanced materials.
New architectures and miniaturization create significant opportunities for content gains and TAM expansion.
Total addressable market exceeds $30B, with mid- to high-single-digit growth rates in key segments.
Outperformance targeted with 6-7% organic net sales CAGR through 2028, above underlying market growth.
TAM expansion, content growth, and new technologies are key contributors to growth.
Product and technology leadership
Leading positions in CMP pads, cleans, lithographic materials, and specialty seals for advanced nodes.
Broad solutions for advanced packaging, thermal management, EMI, and advanced flex technologies.
Integrated solutions span the entire value chain, from chip fabrication to assembly and display.
Innovation programs focus on yield-enhancing pads, advanced photoresists, and novel chemistries.
Commercialized solutions for HBM3 nodes and AI-optimized server thermal management.
Accelerate advanced node exposure to 45%+
Quantify local-for-local model's cost/speed benefits
M&A pipeline: target size/type of acquisitions?
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Next Qnity Electronics earnings date
Q4 202524 Apr, 2026
Next Qnity Electronics earnings date
Q4 202524 Apr, 2026
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