DuPont de Nemours, Inc.
DDQ4 2023(DD Q3 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$233.3M
AI Revenue (Q)
$61.2M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,368M out of $3,058M total (45%). Filing notes anticipated volume improvement driven by electronics market recovery and semiconductor utilization increases. Semiconductor Technologies ~25-27% of E&I (~$356M). AI-specific share ~20%. ~$71M / $3,058M = 2.3%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,368M
10-Q Q3 2023, Segment Information
Total Net sales $3,058M
10-Q Q3 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