DuPont de Nemours, Inc.
DDQ3 2024(DD Q2 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$323.6M
AI Revenue (Q)
$95.1M
Total Revenue (Q)
$3.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,508M out of $3,171M total (48%). Strong semiconductor recovery. Filing announces separation plan for Electronics business (May 2024). E&I realigned into Industrial Solutions, Interconnect Solutions, and Semiconductor Technologies. Semiconductor Technologies ~28% of E&I (~$422M). AI-specific share ~25% of semi materials as AI chip production surges. ~$106M / $3,171M = 3.3%, rounded to 3%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,508M
10-Q Q2 2024, Segment Information
Total Net sales $3,171M
10-Q Q2 2024, Consolidated Statements of Operations
Effective as of January 1, 2024, Electronics & Industrial realigned certain product lines that comprise its business units (Industrial Solutions, Interconnect Solutions and Semiconductor Technologies)
10-Q Q2 2024, MD&A Overview
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresists for EUV lithographyadvanced packaging materials for HBM/CoWoSdielectric 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.
E&I includes Industrial Solutions (medical devices, specialty silicones), Interconnect Solutions (PCB materials)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix