Strategic Intelligence Report
Generated July 29, 2026
Semiconductor Manufacturing
Entegris
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
2
Chokepoint Score
2 other entities structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Billerica, Massachusetts, USA
Website
Employees
7,700 (FY2025 10-K)
Founded
1966
Listing
ENTG · NASDAQ
Market Cap
$19.25B
Revenue (TTM)
$3.24B
Price
USD126.37 (-5.55%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Taiwan Semiconductor Manufacturing Company: Entegris supplies specialty materials and contamination-control products used in TSMC's chip manufacturing.
- SK hynix: Entegris supplies specialty materials, filtration, and contamination-control products used in SK Hynix's memory manufacturing, benefiting from growing materials content per wafer as AI-driven DRAM and HBM investment accelerates.
Competition / Other
- Semiconductor Manufacturing: Entegris supplies specialty materials and contamination-control products used across the semiconductor manufacturing industry.
Strategic Risks
- Exposure to raw material and specialty chemical supply chain disruptions
Future Outlook
- Growing materials complexity at advanced nodes supports continued demand
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Entegris, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- Entegris Investor Relations (Apr 2026) — Entegris Q1 2026 revenue rises 5% to $812M on accelerating AI-related demand
- Investing.com (Q1 2026 earnings call transcript) (May 2026) — Entegris sees structural DRAM content growth as AI-driven memory investment accelerates
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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