Qnity Electronics
Q · NYSE · Technology
$120.05
+$2.99 (+2.49%) today
Market Cap
$25.13B
24h Volume
$469.0M
P/E Ratio
42.9
52w High
$175.52
52w Low
$73.35
Est. AI Revenue
30%
7-Day Sparkline (Static)
Company facts
Performance
About Qnity Electronics
Qnity Electronics is a pure-play electronics materials company, spun off from DuPont in November 2025 and traded on the NYSE under the single-letter ticker Q. It sells the consumable materials chipmakers and electronics manufacturers use in production, so revenue recurs with every wafer and board built.
Its Semiconductor Technologies segment supplies CMP pads and slurries, photoresists, and cleaning chemistries used inside the fab. Its Interconnect Solutions segment provides advanced packaging materials, laminates, and metallization chemistry for circuit boards. Management has tied growth explicitly to advanced nodes, HBM, and AI-driven packaging demand.
Headquartered in Wilmington, Delaware with roughly 10,000 employees serving customers in more than 80 countries, Qnity joined the S&P 500 at separation, giving the index one of its most direct semiconductor materials plays.
Qnity Electronics in the AI buildout
Qnity spans the Raw Materials and Chip Equipment layers of the AI buildout. Its consumables are used on every wafer, and the move to advanced logic nodes and stacked HBM memory increases the materials content each chip requires. Advanced packaging, where AI accelerators are assembled from multiple dies, leans on its interconnect and packaging materials. Qnity serves the whole chip market, but AI-linked fabs and packaging lines are now the fastest-growing pull on its portfolio.
Q is tracked in Raw Materials & Mining and Chip Equipment & Foundries, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
Q trades at $120.05, 46% of the way up its 52-week range of $73.35 to $175.52.
Market cap
Market capitalization is $25.13B, with an AI Exposure Score of 65 out of 100.
Valuation vs peers
Its P/E ratio of 42.9 is above the Raw Materials & Mining category median of 29.7.
Next earnings
Qnity Electronics is next expected to report earnings on November 16, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Qnity Electronics do?
Qnity Electronics makes consumable materials for semiconductor and electronics manufacturing, including CMP pads and slurries, photoresists, advanced packaging materials, and circuit board chemistry. It was spun off from DuPont in November 2025 and trades on the NYSE as Q.
How is Qnity Electronics exposed to AI?
Most of its portfolio ties directly to semiconductors, and management links growth to advanced nodes, HBM, and AI packaging. Supercycle rates Qnity Strategic with an AI Exposure Score of 65 out of 100, near the Core threshold.
Is Q a pure play AI stock?
Not quite. Qnity is a pure play on semiconductor materials, but it serves the entire chip market, from mature nodes to the leading edge. AI-driven advanced logic, memory, and packaging are its strongest growth drivers rather than its only business.
Who leads Qnity?
Jon Kemp is Qnity's CEO. He previously ran DuPont's Electronics business and led it through the separation. The company is headquartered in Wilmington, Delaware and employs roughly 10,000 people worldwide.
What happened between DuPont and Qnity?
DuPont separated its electronics business as an independent company on November 1, 2025. Shareholders received Qnity stock in a spinoff, and the new company joined the S&P 500, focused entirely on materials for the semiconductor value chain.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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