DuPont de Nemours, Inc.
DDQ4 2024(DD Q3 FY2024)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$467.3M
AI Revenue (Q)
$366.8M
Total Revenue (Q)
$9.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
E&I segment revenue $1,551M out of $3,192M total (49%). Semiconductor demand continuing to strengthen. E&I operating EBITDA $467M (30% margin, up from $383M YoY). Semiconductor Technologies estimated ~28-30% of E&I (~$450M). AI-specific share now ~27-30% as TSMC advanced packaging at capacity for AI chips. ~$128M / $3,192M = 4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $1,551M
10-Q Q3 2024, Segment Information
Total Net sales $3,192M
10-Q Q3 2024, Consolidated Statements of Operations
risks associated with demand and market conditions in the semiconductor industry and associated end markets
10-Q Q3 2024, Forward-Looking Statements
AI Products Identified (Ring 1)
CMP pads and slurries for advanced AI chipsphotoresists for EUV lithographyadvanced packaging materials for HBM/CoWoSdielectric 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), Interconnect Solutions (PCB laminates)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix