Entegris Inc
ENTGQ3 2022(ENTG Q2 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$365.0M
AI Revenue (Q)
$26.0M
Total Revenue (Q)
$649.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $993.8M (10-Q Oct 1, 2022). This quarter includes CMC Materials acquisition (closed Jul 6, 2022), adding APS segment (CMP slurries, pads, electronic chemicals). Segments: SCEM $224.2M, MC $280.6M, AMH $210.4M, APS $293.9M. The APS segment added CMP slurries which have higher content per wafer at advanced nodes, but CMP is used across ALL node types. AI chip wafer starts were still a small fraction of total production. Conservative estimate remains at 4%. Math: $993.8M x 4% = ~$39.8M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: SCEM $224,192, MC $280,550, AMH $210,405, APS $293,854, Inter-segment elimination ($15,173), Total $993,828 [three months ended Oct 1, 2022]
Segment Reporting Note, 10-Q ended Oct 1, 2022
Effective July 6, 2022, coincident to and in conjunction with the CMC acquisition the Company changed its financial segment reporting
Segment Reporting Note, 10-Q ended Oct 1, 2022
AI Products Identified (Ring 1)
CMP slurries for advanced logic nodesDeposition precursorsLiquid filtration for leading-edge fabsAdvanced planarization 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.
Mature node semiconductor materialsMemory (non-HBM) materialsElectronic chemicals (divested 2023)Pipeline & Industrial Materials (divested 2024)Life sciences products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix