Qnity outlines growth plans ahead of November spinoff from DuPont

Qnity Electronics, DuPont's electronics business, held its inaugural investor day at the New York Stock Exchange on September 18, presenting strategic plans ahead of its planned spinoff from DuPont (NYSE: DD) targeted for November 1, 2025.

The company outlined its position in the semiconductor value chain, with two-thirds of its portfolio tied directly to semiconductors, including chip fabrication, advanced packaging and thermal management. Qnity stated its total addressable market exceeds $30 billion.

"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," said Jon Kemp, chief executive officer-elect of Qnity.

The company reported relationships with technology companies representing approximately 80% of the total semiconductor market and noted that about 90% of its product portfolio consists of unit-driven consumables.

Matt Harbaugh, chief financial officer-elect for Qnity, referenced semiconductor industry revenue projections of surpassing $1 trillion around the end of the decade, citing SEMI, McKinsey & Company, and TechInsights as sources.

Qnity provided 2025 pro forma financial estimates and three-year financial objectives through 2028 during the presentation. The company expects to be listed under ticker "Q" on the NYSE following the separation.

The spinoff will not require a shareholder vote and remains subject to customary conditions including final board approval, tax opinion receipt, SEC registration statement completion, regulatory approvals and financing completion, according to the company statement.

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