Core Insights - Qnity, a technology solutions leader in the semiconductor value chain, hosted its inaugural Investor Day ahead of its planned separation from DuPont, targeted for November 1, 2025 [2][4] - The company aims to leverage its competitive advantages and strong market position to achieve above-market growth and profitability, with a total addressable market exceeding $30 billion [3][6] Company Overview - Qnity is positioned as a premier technology provider across the semiconductor value chain, focusing on AI, high-performance computing, and advanced connectivity [5][6] - The company has established long-term relationships with major technology firms, representing approximately 80% of the total semiconductor market [6] Financial Strategy - Qnity's financial strategy includes achieving strong profitability and above-market growth, with pro forma financial estimates for 2025 and three-year objectives through 2028 [3][4] - The semiconductor industry is projected to exceed $1 trillion in revenue by the end of the decade, presenting significant growth opportunities for Qnity [4][6] Market Position - Qnity's product portfolio is heavily tied to semiconductors, with two-thirds of its offerings related to chip fabrication, advanced packaging, and thermal management [6] - The company is well-positioned to lead the transition to advanced nodes in high-performance computing and connectivity, with a product portfolio that is 90% unit-driven consumables [6]