Shin-Etsu Chemical (ADR)
SHECYQ4 2021(SHECY Q2 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.4B
AI Revenue (Q)
$187.5M
Total Revenue (Q)
$3.8B
Analysis
Stable period for AI chip demand. Semiconductor Materials ~38%, AI wafer share ~13%. ~5%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix