Part of Dow Chemical's consumer solutions and DuPont's industrial biosciences, electronics, nutrition and health, and safety and protection businesses will be part of the specialty products company. This company will contribute ~16% to the combined company. This business will be driven by extensive research and development activities, innovation, and technology development. Management focused on high-margin specialty products during the call. Management mentioned that DowDuPont will have the leadership position in high growth sectors like electronics, semiconductor materials, advanced packaging, solar photovoltaic materials, and display materials. Overall, the separation into three companies is expected to have a positive impact on the company's operational and financial performance if it successfully integrates and then spins off the combined companies into three companies. The iShares U.S. Basic Materials ETF (IYM) primarily tracks the performance of the US-based basic material companies including chemical.