Dive Brief:
- Qnity opened on Wednesday a semiconductor manufacturing facility in Newark, Delaware, to strengthen its domestic operational footprint.
- The facility will produce components for Qnity’s chemical mechanical planarization pads, the polishing discs used for smoothing the chip’s surface during fabrication, according to a press release.
- The line is expected to improve reliability and quality, which is needed for using CMP pads “at the most cutting-edge, advanced nodes, where the complexity of AI chip fabrication requires more CMP steps per wafer during production,” Qnity said.
Dive Insight:
John Singer, Qnity’s chief operations and engineering officer, said in an email that the new facility is “another example of Qnity’s local-for-local operating model at work, strategically positioning our facilities and team members close to customers to ensure effective collaboration and a more resilient supply chain.”
“We believe our globally leveraged network creates an advantage to optimize production, sourcing, and technology from around the world to keep our customers running,” he said. “We closely collaborate with our suppliers and partners to ensure the highest quality, and our best technology is available where and when our customers need it.”
In addition to its latest expansion in Delaware, Qnity recently announced a $61.5 million acquisition of an advanced semiconductor manufacturing facility in Taiwan. That facility will support the production of advanced chip manufacturing applications and will include production areas, clean rooms, warehousing infrastructure, research labs and dedicated office space, according to a press release.
“Over the past three years, Qnity has added new capacity across its semiconductor businesses to keep pace with industry expansion,” the company said in the press release announcing the Taiwan acquisition. “By increasing production capabilities in proximity to key customers, Qnity is strengthening supply assurance, improving operational agility, and positioning itself to meet the evolving demands of next-generation chip manufacturing.”
Last month, Qnity reported 2025 net sales of $4.75 billion, up 10% year-over-year. Fourth-quarter 2025 net sales came to $1.2 billion, an increase of 8% from Q4 2024.
The company’s Semiconductor Technologies segment had net sales of $661 million in Q4 2025, up 7% from Q4 2024’s total of $616 million. The Interconnect Solutions segment had net sales of $529 million in Q4 2025, an increase of 9% from $485 million in Q4 2024.
DuPont spun off Qnity in November 2025. “We successfully completed our spin-off into an independent company in November, establishing Qnity as a leading pure play technology solutions provider across the semiconductor value chain,” CEO Jon Kemp said in a press release.
He added that the earnings results “reflect disciplined execution with strong organic growth across both of our segments, driven by our differentiated solutions for the industry’s most advanced technologies.”
On a Feb. 26 earnings call, Kemp said the company delivered its “seventh consecutive quarter of strong organic growth,” where it “outperformed the market” and exceeded its 2025 financial goals.
“AI and high-performance computing-led demand drove double-digit sales growth in advanced nodes and advanced packaging, and we benefited from ongoing improvement in mature nodes and NAND [flash memory],” he said. Growth in the Interconnect Solutions segment was driven by advanced packaging, advanced interconnects and thermal management, Kemp added.
Looking ahead, interim CFO Mike Gross said the company has “solid momentum” in Q1 2026.
“Our competitive advantages and consistent execution give us confidence in our ability to continue driving growth as we capitalize on the demand trends we’re seeing across end markets.”
