Qnity Electronics (Q) Wolfe Research 3rd Annual Materials of the Future Conference 2026 summary

Event highlights and introductions

• Wolfe's sector team and support staff were acknowledged for organizing the event, which continues to grow annually.

• Qnity Electronics' CEO Jon Kemp was introduced as a passionate leader with a strong track record since the company's spin-off.

Industry trends and company positioning

• Qnity is a leading materials solutions provider in the semiconductor value chain, well-positioned for AI, high-performance computing, and advanced connectivity growth.

• The industry is shifting from shrinking chip nodes to stacking architectures, with Qnity at the center due to its broad portfolio.

Growth drivers and portfolio strengths

• Growth is driven by content and share gains in advanced technologies, especially in chemical mechanical planarization (CMP), advanced packaging, and thermal management.

• Data centers now represent about 20% of the portfolio, with future growth expected in industrial, automotive, and edge AI applications.