Entegris Inc
ENTGQ4 2024(ENTG Q3 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$971.1M
AI Revenue (Q)
$216.9M
Total Revenue (Q)
$2.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $807.7M (10-Q Sep 28, 2024). MS $346.7M, APS $463.1M. Revenue roughly flat QoQ. AI-related semiconductor production continues at elevated levels. Taiwan revenue $161.3M, South Korea $105.3M -- both driven by AI chip makers (TSMC, Samsung HBM). However, total semiconductor market is broader, with mature node demand also recovering. Entegris products serve all nodes. Holding at 8%. Math: $807.7M x 8% = ~$64.6M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: MS $346.7, APS $463.1, Inter-segment ($2.1), Total $807.7 [three months ended Sep 28, 2024]
Segment Reporting Note, 10-Q ended Sep 28, 2024
Net sales $807,694 [vs $888,239 prior year]
Income Statement, 10-Q ended Sep 28, 2024
AI Products Identified (Ring 1)
CMP slurries/pads for AI chip nodesALD/CVD precursorsFiltration for advanced fabsGas purificationHBM CMP materialsAdvanced packaging 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 sciencesNon-semiconductor materials
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix