DuPont de Nemours, Inc.
DDQ2 2022(DD Q1 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$194.7M
AI Revenue (Q)
$65.5M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,527M out of $3,322M total (46%). DuPont does not disclose semiconductor-specific or AI-specific revenue. Semiconductor Technologies is a sub-business within E&I, estimated at ~25-28% of E&I (~$400M). In Q2 2022, AI chip demand was pre-ChatGPT and modest. AI-specific share of semiconductor materials estimated at ~15%, yielding ~$60M AI revenue. $60M / $3,322M = 1.8%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,527M
10-Q Q2 2022, Segment Information
Total Net sales $3,322M
10-Q Q2 2022, Consolidated Statements of Operations
AI Products Identified (Ring 1)
CMP pads and slurries for advanced node semiconductorsphotoresists for lithographydielectric materials for chip packaging
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
E&I segment includes printing/packaging, photopolymers, specialty silicones unrelated to AI
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix