Shin-Etsu Chemical (ADR)
SHECYQ1 2022(SHECY Q3 FY2022)Estimated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$1.6B
AI Revenue (Q)
$206.3M
Total Revenue (Q)
$3.8B
Analysis
Slight uptick as hyperscalers increased AI training cluster orders. NVIDIA A100 demand strong. ~5.5%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix