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Sankey diagram of Qnity Electronics, Inc.. A complete text table follows the diagram.
The DuPont spinoff earns from both sides of the electronics stack: materials used to fabricate semiconductors and interconnect technologies that package and connect them.
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The $459M and $424M platform-burden nodes are arithmetic differences between reported segment sales and non-GAAP segment adjusted operating EBITDA. All geographic-to-segment links come directly from the filing's reported sales matrix.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Asia Pacific customers | 1 | $1.0B | 79% of company sales |
| Americas customers | 1 | $171M | 13% of company sales |
| EMEA customers | 1 | $102M | 8% of company sales |
| Semiconductor Technologies | 2 | $722M | Materials for chip fabrication |
| Interconnect Solutions | 2 | $593M | Packaging, circuits and connectivity |
| Semiconductor platform burden | 3 | $459M | Before adjusted operating EBITDA |
| Semiconductor adjusted EBITDA | 3 | $263M | 36% segment margin |
| Interconnect platform burden | 3 | $424M | Before adjusted operating EBITDA |
| Interconnect adjusted EBITDA | 3 | $169M | 29% segment margin |
| From | To | Value |
|---|---|---|
| Asia Pacific customers | Semiconductor Technologies | $593M |
| Asia Pacific customers | Interconnect Solutions | $449M |
| Americas customers | Semiconductor Technologies | $78M |
| Americas customers | Interconnect Solutions | $93M |
| EMEA customers | Semiconductor Technologies | $51M |
| EMEA customers | Interconnect Solutions | $51M |
| Semiconductor Technologies | Semiconductor platform burden | $459M |
| Semiconductor Technologies | Semiconductor adjusted EBITDA | $263M |
| Interconnect Solutions | Interconnect platform burden | $424M |
| Interconnect Solutions | Interconnect adjusted EBITDA | $169M |