Q · CIK 2058873
What Qnity Electronics, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for Q. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- China (33% of net sales)high
China represented ~33% of Qnity's 2025 net sales, making the business highly exposed to US-China political/trade tensions affecting the semiconductor industry.
“Such risks may be especially exacerbated as they relate to China, a market that is important to our business, representing approximately 33% of our net sales for the year ended December 31, 2025.”
Regulatory & policy
- US-China semiconductor trade barriers / export controls / tariffshigh
Trade regulations and disputes — especially US-China — have increased tariffs and trade barriers that have already limited Qnity's ability to sell certain products to certain customers and disrupted its supply, distribution and R&D in the semiconductor industry.
“Trade regulations, policies and disputes can and have increased tariffs and trade barriers, which can and have limited our ability to sell certain products to certain customers, and otherwise impacted our global supply and distribution chains and research and development activities, particularly those arising out of relations between the U.S. and China.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
Taiwan Semiconductor Manufacturing Company Limited
“For the year ended December 31, 2025, Samsung Electronics Co., Ltd. accounted for approximately 11% of total net sales and Taiwan Semiconductor Manufacturing Company Limited accounted for approximately 8% of total net sales.”
Cited →Samsung Electronics Co., Ltd.
“For the year ended December 31, 2025, Samsung Electronics Co., Ltd. accounted for approximately 11% of total net sales and Taiwan Semiconductor Manufacturing Company Limited accounted for approximately 8% of total net sales.”
Cited →
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