Entegris Inc
ENTGQ4 2025(ENTG Q3 FY2025)Estimated11% AI
AI Revenue %
11%
AI Fair Value
$1.4B
AI Revenue (Q)
$263.1M
Total Revenue (Q)
$2.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $807.1M (10-Q Sep 27, 2025). MS $348.6M, APS $460.8M. Revenue up 1.8% sequentially. Taiwan revenue $186.2M (up from $161.3M YoY, +15%), strongest geographic growth, driven by TSMC advanced node capacity for AI chips. South Korea $109.8M (up from $105.3M), reflecting HBM and advanced memory growth. China $177.9M (up from $172.0M). CHIPS Act: $8.2M in first disbursements received. AI chip production continuing to grow as share of total semiconductor output: NVIDIA, AMD, custom AI ASICs (Google TPU, Amazon Trainium, Microsoft Maia) all expanding. 2nm node beginning to ramp, requiring even more materials per wafer. Content per wafer expansion at leading edge benefits Entegris disproportionately. Modest increase to 11%. Math: $807.1M x 11% = ~$88.8M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales: MS $348.6, APS $460.8, Inter-segment ($2.3), Total $807.1 [three months ended Sep 27, 2025]
Segment Reporting Note, 10-Q ended Sep 27, 2025
Taiwan revenue $186.2M; China $177.9M; South Korea $109.8M [Q3 FY2025]
Geographic Revenue Note, 10-Q ended Sep 27, 2025
As of September 27, 2025, the Company has received $8.2 million in disbursements [under CHIPS Act]
Government Grants Note, 10-Q ended Sep 27, 2025
AI Products Identified (Ring 1)
CMP slurries/pads for AI chip nodesALD/CVD precursors for AI acceleratorsAdvanced filtration for leading-edge fabsGas purification for EUV/advanced lithoHBM CMP materials2nm node 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 sciences filtrationNon-semiconductor products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix