DuPont de Nemours, Inc.
DDQ3 2022(DD Q2 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$200.2M
AI Revenue (Q)
$66.4M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,511M out of $3,317M total (46%). Same methodology: Semiconductor Technologies ~25-28% of E&I (~$400M). AI-specific share of semiconductor materials still ~15% pre-ChatGPT. ~$60M / $3,317M = 1.8%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,511M
10-Q Q3 2022, Segment Information
Total Net sales $3,317M
10-Q Q3 2022, Consolidated Statements of Operations
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresistsdielectric 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