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Supplies semiconductor materials: chemical mechanical planarization consumables, lithography and patterning materials, and advanced packaging and interconnect products. Spun out of DuPont in 2025.
2026-Q1-2026-Q1
2026-Q1-2026-Q1

$Q
Supplies the materials layer of chipmaking: CMP consumables, lithography and patterning chemistries, and advanced packaging and interconnect products. ~$5.0B annual revenue, spun out of DuPont in 2025 as a pure play electronics materials company. Materials are consumed per wafer rather than bought as capital equipment, so revenue tracks fab utilization more closely than fab capex.