DuPont de Nemours, Inc.
DDQ1 2024(DD Q4 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$237.6M
AI Revenue (Q)
$61.2M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year 2023: E&I revenue $5,337M out of $12,068M total (44%). Q4 implied E&I ~$1,361M. Semiconductor Technologies ~25-27% of E&I annually (~$1,350-1,440M). AI-specific share ~20% of semi materials. ~$275M AI / $12,068M = 2.3% annual. Q4 implied ~$68M / ~$2,898M Q4 revenue = 2.3%, rounded to 2%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $5,337M for year ended December 31, 2023
10-K FY2023, Segment Information
Total Net sales $12,068M
10-K FY2023, Segment Information
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresistsdielectric and metallization solutions for advanced 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.
E&I includes printing/packaging, photopolymers, specialty silicones, lubricants
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix