Shin-Etsu Chemical (ADR)
SHECYQ2 2022(SHECY Q4 FY2022)Estimated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$1.7B
AI Revenue (Q)
$206.3M
Total Revenue (Q)
$3.8B
Analysis
ChatGPT launched Nov 2022 but wafer orders have 2-3 quarter lead times. ~5.5%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix