Entegris Inc
ENTGQ1 2025(ENTG Q4 FY2024)Estimated9% AI
AI Revenue %
9%
AI Fair Value
$1.1B
AI Revenue (Q)
$76.5M
Total Revenue (Q)
$849.8M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
10-K annual filing. FY2024 total: MS $1,400.1M, APS $1,850.2M, total $3.25B. Segment realignment in Q4 2024: combined MC and AMH into APS. 10-K now prominently lists 'artificial intelligence' FIRST among semiconductor demand drivers (previously listed later). CHIPS Act agreement for $77M secured Dec 2024 for Colorado Springs expansion (advanced materials manufacturing). AI chip production at record levels through FY2024. Implied Q4 revenue: $3,250M - $2,391M (9-month) = ~$859M. Content per wafer continuing to increase at 2nm/3nm nodes. AI's share of leading-edge production growing. Increase to 9%. Math: $859M x 9% = ~$77.3M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Materials Solutions net sales $1,400,082; Advanced Purity Solutions net sales $1,850,199 [FY2024]
Segment Discussion, 10-K ended Dec 31, 2024
Products and emerging applications such as artificial intelligence, high-performance and cloud computing, smartphones, wearable technology, self-driving vehicles
Item 1 Business, 10-K ended Dec 31, 2024
On December 3, 2024, the Company entered into a definitive agreement to receive funding under the CHIPS and Science Act of 2022. The agreement provides the Company with up to $77.0 million
Government Grants Note, 10-K ended Dec 31, 2024
AI Products Identified (Ring 1)
CMP slurries/pads for AI chip nodesALD/CVD precursors for AI acceleratorsLiquid/gas filtration for advanced fabsHBM CMP materialsAdvanced packaging materialsEUV-related consumables
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 materials handling
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix