DuPont de Nemours, Inc.
DDQ1 2025(DD Q4 FY2024)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$494.0M
AI Revenue (Q)
$123.7M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year 2024: E&I revenue $5,930M out of $12,386M total (48%). Q4 implied E&I ~$1,506M ($5,930M - $4,424M 9-month). Announced Intended Electronics Separation for Nov 2025 creating Qnity Electronics. ElectronicsCo products: CMP pads/slurries, photoresists, advanced coatings, dielectric/metallization for chip packaging. Semiconductor Technologies ~28-30% of E&I annually (~$1,700M). AI-specific share ~28%. ~$476M AI / $12,386M = 3.8% annual, Q4 consistent at ~4%.
Analyzed by claude-opus-4-6
Quoted Figures
Electronics & Industrial Net sales $5,930M for year ended December 31, 2024
10-K FY2024, Segment Information
Total Net sales $12,386M
10-K FY2024, 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-K FY2024, Note 23
AI Products Identified (Ring 1)
CMP pads and slurriesphotoresists for EUVadvanced packaging materials for HBM/CoWoSdielectric 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 Industrial Solutions (medical devices, Spectrum, Donatelle), non-AI electronics
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix