DuPont de Nemours, Inc.
DDQ2 2023(DD Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$223.3M
AI Revenue (Q)
$60.4M
Total Revenue (Q)
$3.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,296M out of $3,018M total (43%). Semiconductor market in cyclical downturn early 2023. Semiconductor Technologies ~25% of E&I (~$324M). AI chip ramp beginning post-ChatGPT launch but still early. AI-specific ~18% of semi materials. ~$58M / $3,018M = 1.9%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,296M
10-Q Q1 2023, Segment Information
Total Net sales $3,018M
10-Q Q1 2023, Consolidated Statements of Operations
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresistsadvanced packaging materials
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 includes printing/packaging, photopolymers, specialty silicones
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix