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Executive Summary

Generated July 30, 2026

Semiconductor Manufacturing

Entegris

Medium62% confidenceProfile verified Jul 15, 2026

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

Employees

7,700 (FY2025 10-K)

Founded

1966

Listing

ENTG · NASDAQ

Market Cap

$18.00B

Revenue (TTM)

$3.24B

Price

USD118.16 (-15.70%)

Market data as of Jul 29, 2026, 11:25 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.

Strategic Connections

  • 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.
  • 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

3 sources, 86% average source confidence — full citations in the Full Analyst Report.

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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