DuPont de Nemours, Inc.
DDQ3 2023(DD Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$228.6M
AI Revenue (Q)
$61.9M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,312M out of $3,094M total (42%). Semiconductor downturn continues but AI chip demand accelerating. Semiconductor Technologies ~25% of E&I (~$328M). AI-specific share growing to ~20%. ~$66M / $3,094M = 2.1%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,312M
10-Q Q2 2023, Segment Information
Total Net sales $3,094M
10-Q Q2 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