DuPont de Nemours, Inc.
DDQ3 2025(DD Q2 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$511.6M
AI Revenue (Q)
$244.1M
Total Revenue (Q)
$6.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
ElectronicsCo revenue $1,170M (up from $1,104M YoY, +6%), IndustrialsCo $2,087M. Total $3,257M. ElectronicsCo growth driven by semiconductor recovery and advanced packaging demand for AI chips. Semiconductor Technologies ~50-55% of ElectronicsCo (~$610M). AI-specific share ~25-28%. ~$160M / $3,257M = 4.9%, conservatively rounded to 4%.
Analyzed by claude-opus-4-6
Quoted Figures
ElectronicsCo Segment net sales $1,170M
10-Q Q2 2025, Note 21 Segment Information
IndustrialsCo Segment net sales $2,087M
10-Q Q2 2025, Note 21 Segment Information
Total Net sales $3,257M
10-Q Q2 2025, Consolidated Statements of Operations
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.
ElectronicsCo serves non-AI semiconductor end markets tooIndustrialsCo entirely non-AI
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix