Entegris Inc
ENTGQ3 2025(ENTG Q2 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$1.2B
AI Revenue (Q)
$158.4M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $792.4M (10-Q Jun 28, 2025). MS $354.9M, APS $439.9M. Revenue up 2.5% sequentially. Taiwan revenue surged to $175.2M (up from $160.1M YoY, +9%), continuing to reflect AI-driven TSMC advanced node demand. China revenue $165.0M (near flat YoY). South Korea $108.1M (up from $102.6M). Restructuring charges of $15.7M YTD as company optimizes operations. CHIPS Act: still no disbursements received. AI chip production at scale but total semiconductor industry also recovering broadly, so AI's share of total materials demand plateaus. Holding at 10%. Math: $792.4M x 10% = ~$79.2M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: MS $354.9, APS $439.9, Inter-segment ($2.4), Total $792.4 [three months ended Jun 28, 2025]
Segment Reporting Note, 10-Q ended Jun 28, 2025
Taiwan revenue $175.2M; China $165.0M; South Korea $108.1M [Q2 FY2025]
Geographic Revenue Note, 10-Q ended Jun 28, 2025
Restructuring charges of $13.3 million and $15.7 million for the three and six months ended June 28, 2025
Restructuring Note, 10-Q ended Jun 28, 2025
AI Products Identified (Ring 1)
CMP slurries/pads for AI chip nodesALD/CVD precursors for AI acceleratorsAdvanced filtration for leading-edge fabsGas purificationHBM CMP materials2nm/3nm node materials
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 DRAM materialsNAND materialsLife sciences filtrationNon-semiconductor products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix