DuPont de Nemours, Inc.
DDQ2 2025(DD Q1 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$515.1M
AI Revenue (Q)
$117.2M
Total Revenue (Q)
$2.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
New segment structure: ElectronicsCo revenue $1,118M, IndustrialsCo $1,948M. Total $3,066M. ElectronicsCo now contains only electronics/semiconductor products (CMP, photoresists, advanced packaging, thermal materials, laminates). Semiconductor Technologies is a subset of ElectronicsCo (~50-55%, ~$580M). AI-specific share ~25% of semi materials as AI chip production continues expanding. ~$145M / $3,066M = 4.7%, conservatively rounded to 4% given uncertainty about precise AI allocation within semiconductor materials.
Analyzed by claude-opus-4-6
Quoted Figures
ElectronicsCo Segment net sales $1,118M
10-Q Q1 2025, Note 21 Segment Information
IndustrialsCo Segment net sales $1,948M
10-Q Q1 2025, Note 21 Segment Information
ElectronicsCo (CMP pads and slurries, photoresists and advanced coatings for lithography, removers and cleaners; dielectric and metallization solutions for advanced chip packaging, specialty thermal materials and laminates)
10-Q Q1 2025, Note 21
AI Products Identified (Ring 1)
CMP pads and slurries for AI chip manufacturingphotoresists for EUV lithographyadvanced packaging materials (HBM, CoWoS)dielectric and metallization solutions
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.
ElectronicsCo also serves non-AI semiconductor (automotive, IoT, consumer electronics)IndustrialsCo entirely non-AI
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix