Entegris Inc
ENTGQ3 2023(ENTG Q2 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$488.4M
AI Revenue (Q)
$45.0M
Total Revenue (Q)
$901.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $901.0M (10-Q Jul 1, 2023). Segments: SCEM $200.1M, APS $240.6M, MC $283.6M, AMH $190.4M. Semiconductor industry downturn continuing. SCEM profit included $154.8M gain from Alliance Agreement termination (non-recurring, excluded from analysis). NVIDIA H100 shipments ramping but still modest share of total semiconductor production. HBM production beginning to accelerate. AI chip share of materials demand modestly increasing. Estimate holds at 5%. Math: $901.0M x 5% = ~$45.1M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: SCEM $200,073, APS $240,561, MC $283,614, AMH $190,356, Inter-segment elimination ($13,604), Total $901,000 [three months ended Jul 1, 2023]
Segment Reporting Note, 10-Q ended Jul 1, 2023
SCEM segment profit is inclusive of a $154.8 million gain, net on termination of alliance agreement
Segment Reporting Note, 10-Q ended Jul 1, 2023
AI Products Identified (Ring 1)
CMP slurries for AI chip nodesDeposition precursorsFiltration for leading-edge fabsBonding materials for HBM
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 materialsNon-HBM memory materialsEC business (divesting)Life sciencesAMH non-semiconductor
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix