Entegris
30-Second Executive Brief
Executive Assessment
Entegris functions as a regional institution within Semiconductor Manufacturing, backed by 47% sourcing coverage, with accelerating strategic relevance.
- Maintains 3 mapped relationships across the graph
- 47% sourcing coverage across sourced relationships
- Tracked as regional institution within the Semiconductor Manufacturing category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 47%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 3
- Technology Domains
- 2
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
A US-based supplier of specialty materials, filtration, and contamination-control products essential to semiconductor manufacturing, providing critical inputs used across nearly every major foundry and memory maker. Entegris reported Q1 2026 revenue of $812 million (up 5% year-over-year), with advanced logic (roughly 40% of revenue) and memory (roughly 30% of revenue) both citing accelerating AI-driven demand, and management expects DRAM capital investments to continue at pace, supporting accelerated DRAM materials-spend growth beyond 2026.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing
- U.S. Securities and Exchange Commission (EDGAR) — Entegris, Inc. FY2025 Annual Report (Form 10-K), filed with the SECgovernment
- Investing.com (Q1 2026 earnings call transcript) — Entegris sees structural DRAM content growth as AI-driven memory investment acceleratesmarket-data
- Entegris Investor Relations — Entegris Q1 2026 revenue rises 5% to $812M on accelerating AI-related demandcompany
- TechTimes / Entegris Q2 2026 earnings coverage — Entegris Q2 2026 revenue up 11% to $883M, beats guidance by ~$48M, shares jump 9%market-data
Latest Activity
- FilingEntegris filed an 8-K (items 2.02,9.01)8-K
- FilingEntegris filed an 8-K (items 5.02)8-K
- FilingEntegris filed an 8-K (items 8.01)8-K
- FilingEntegris insider selling — $809,354 saleForm 4
- FilingEntegris insider selling — $644,104 saleForm 4
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Entegris — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Entegris beating its own guidance range by a wide margin suggests AI-driven materials demand is still being underestimated even by the company closest to it
37% confidenceEntegris guided Q2 to $815-845 million and delivered $883.2 million -- a beat well above the top of its own range, not just above consensus -- which is a stronger signal than a typical earnings beat and suggests materials-layer AI demand (filtration, deposition, planarization content per wafer) is accelerating faster than even Entegris's internal forecasting is capturing.
This is InsightNodes' own interpretive read of the size of Entegris's guidance beat; Entegris's own commentary attributes the beat to strong execution and demand without characterizing its prior guidance as too conservative.
TechTimes · Aug 4, 2026
Entegris's Timeline
A sourced, dated history of Entegris's key moments — founding to present.
Aug 2026 · Q2 2026 revenue up 11% to $883M, beats estimates; EPS up 41%
Entegris reported second-quarter 2026 revenue of $883.2 million (up 11% year-over-year, beating the ~$835M consensus) with non-GAAP EPS of $0.93 (up 41% year-over-year); Advanced Purification Solutions revenue grew 17% to $515 million and Materials Solutions grew 5% to $371 million, and the company guided Q3 2026 revenue to $905-935 million.