Qnity Electronics (Q) Investor Presentation summary

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.