Entegris Inc
ENTGQ2 2022(ENTG Q1 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$355.1M
AI Revenue (Q)
$26.0M
Total Revenue (Q)
$649.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Entegris does not disclose AI-specific revenue in any filing. Total quarterly revenue $692.5M (10-Q Jul 2, 2022). Segments: SCEM $207.7M, MC $274.1M, AMH $224.1M (pre-CMC acquisition 3-segment structure). Entegris provides specialty chemicals, CMP slurries, filters, and materials handling for ALL semiconductor manufacturing. AI chip production (training GPUs, early inference chips) represented a small fraction of total global wafer starts in H1 2022. Products are consumed proportionally to wafer volume, with higher content per wafer at advanced nodes (3nm/5nm). Conservative estimate: ~4% of total materials demand was AI-driven at this time. Math: $692.5M x 4% = ~$27.7M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: SCEM $207,729, MC $274,133, AMH $224,084, Inter-segment elimination ($13,457), Total $692,489 [three months ended Jul 2, 2022]
Segment Reporting Note, 10-Q ended Jul 2, 2022
AI Products Identified (Ring 1)
CMP slurries for advanced logic nodesDeposition precursors for AI chip manufacturingLiquid filtration for leading-edge fabsSpecialty gases for advanced node processes
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.
Mature node semiconductor materialsMemory (non-HBM) materialsLife sciences productsNon-semiconductor filtrationMaterials handling for non-AI chips
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix