Entegris Inc
ENTGQ1 2023(ENTG Q4 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$388.3M
AI Revenue (Q)
$39.8M
Total Revenue (Q)
$993.8M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
10-K annual filing. FY2022 total revenue: MS (recast) $1,380.2M, MC $1,106.0M, AMH $846.5M, total ~$3.33B. Annual revenue from 10-K segment table. Company mentions 'artificial intelligence' only generically as a demand driver for semiconductors alongside IoT, 5G, smart vehicles, etc. in Item 1. No AI-specific revenue disclosure. AI chip manufacturing was a small portion of total global semiconductor production in 2022. NVIDIA data center GPU revenue was ~$15B in CY2022, representing perhaps 3-4% of global semiconductor revenue. Entegris materials consumption tracks wafer starts with a leading-edge premium. Conservative estimate: 4%. Math: Implied Q4 revenue ~$890M (annual - 9 months). $890M x 4% = ~$35.6M.
Analyzed by claude-opus-4-6
Quoted Figures
Materials Solutions net sales $1,380,208; MC net sales $1,105,996; AMH net sales $846,492 [FY2022, recast to 3-segment structure]
Segment Discussion, 10-K ended Dec 31, 2022
Products and emerging applications such as smartphones, 5G wireless technology, cloud computing, the Internet of Things, machine learning, artificial intelligence, high performance computing
Item 1 Business, 10-K ended Dec 31, 2022
AI Products Identified (Ring 1)
CMP slurries for advanced nodesDeposition precursorsLiquid/gas 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 materials (non-HBM)Electronic chemicals (EC)Pipeline & Industrial Materials (PIM)Life sciences products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix