DuPont de Nemours, Inc.
DDQ1 2023(DD Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$217.4M
AI Revenue (Q)
$66.3M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year 2022: E&I segment revenue $5,917M out of $13,017M total (45%). Q4 E&I implied ~$1,343M ($5,917M - $4,574M 9-month). Semiconductor Technologies ~25-28% of E&I annually (~$1,500-1,650M). AI-specific share of semiconductor materials ~15%. ~$240M AI revenue / $13,017M = 1.8% for the year. Q4 equivalent: ~$60M / ~$3,104M implied Q4 revenue = ~2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $5,917M for year ended December 31, 2022
10-K FY2022, Segment Information
Total Net sales $13,017M
10-K FY2022, Segment Information
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresists for lithographydielectric 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 printing/packaging, photopolymers, specialty silicones, lubricants
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix