DuPont de Nemours, Inc.
DDQ2 2024(DD Q1 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$313.4M
AI Revenue (Q)
$87.9M
Total Revenue (Q)
$2.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,365M out of $2,931M total (47%). Filing notes semiconductor recovery expected with utilization rates increasing. Semiconductor Technologies ~27% of E&I (~$369M) as semiconductor demand recovers. AI chip production ramping significantly (NVIDIA H100/H200, advanced packaging for AI). AI-specific share rising to ~25%. ~$92M / $2,931M = 3.1%, rounded to 3%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,365M
10-Q Q1 2024, Segment Information
Total Net sales $2,931M
10-Q Q1 2024, Consolidated Statements of Operations
The Company anticipates volume improvement throughout the remainder of the year driven by further electronics market recovery as semiconductor and printed circuit board utilization rates are expected to increase
10-Q Q1 2024, MD&A Overview
AI Products Identified (Ring 1)
CMP pads and slurries for advanced node AI chipsphotoresistsadvanced packaging materials for HBM/CoWoS
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, medical devices (Spectrum)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix