DuPont de Nemours, Inc.
DDQ4 2025(DD Q3 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$646.7M
AI Revenue (Q)
$413.1M
Total Revenue (Q)
$8.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
ElectronicsCo revenue $1,275M (up from $1,147M YoY, +11%), IndustrialsCo $1,797M. Total continuing operations $3,072M. Note: Aramids now in discontinued operations, reducing IndustrialsCo. ElectronicsCo strong growth driven by AI/advanced packaging demand. Electronics Separation into Qnity completed Nov 1, 2025. Semiconductor Technologies ~50-55% of ElectronicsCo (~$665M). AI-specific share increasing to ~30% as NVIDIA Blackwell/GB200 ramp drives advanced packaging materials demand. ~$200M / $3,072M = 6.5%, but conservatively 5% given uncertainty about precise AI allocation within semiconductor materials.
Analyzed by claude-opus-4-6
Quoted Figures
ElectronicsCo Segment net sales $1,275M
10-Q Q3 2025, Note 21 Segment Information
IndustrialsCo Segment net sales $1,797M
10-Q Q3 2025, Note 21 Segment Information
ElectronicsCo (CMP pads and slurries, photoresists and advanced coatings for lithography, removers and cleaners, dielectric and metallization solutions for advanced chip packaging, specialty thermal materials and laminates)
10-Q Q3 2025, Note 21
DuPont completed the previously announced separation of its Electronics business (the Electronics Separation) into an independent public company, Qnity Electronics, Inc.
10-Q Q3 2025, MD&A Overview
AI Products Identified (Ring 1)
CMP pads and slurries for AI chip manufacturingphotoresists for EUV lithography on AI acceleratorsadvanced packaging materials for HBM3e/CoWoS-Ldielectric and metallization solutions for AI chip packaging
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 also serves non-AI semiconductor (automotive, IoT, consumer)IndustrialsCo entirely non-AIAramids now in discontinued operations
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix