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Entegris
ENTG · NASDAQSemiconductors
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Raw inputssand · metals · powerEquipmentthe machinesFoundrybuilds the chipChip designblueprints + softwareSystemsinto AI serversAI demandwho paysCHMSpecialty chemicals & resinsABRSilica & ceria abrasivesGASRare & specialty gasesMEMMembrane & filter mediaENTGEntegrisDDDuPont ElectronicsEMDMerck KGaA (EMD)FUJIFujifilm Electronic MaterialsSKSK HynixMUMicronGFSGlobalFoundries+ ~3,100 customersTSMTSMCSSSamsungINTCIntelNVNVIDIAAMDAMDAAPLAppleOEMServer & device OEMsAIAI & electronics demand
Company details
Market cap
~$13B
P/E ratio
~55×
Div yield
0.5%
EPS (TTM)
$1.55
Profit margin
7%
Rev. growth
-1%
Revenue
$3.2B
Free cash flow
~$0.4B
In plain English
Entegris is a picks-and-shovels supplier to chipmaking: it makes the ultra-pure materials, filters, specialty gases, CMP slurries and wafer-handling gear that fabs like TSMC, Samsung and Intel need to build advanced chips. It sells consumables into the fab, so it earns money every time a wafer is processed — not just when a fab is built.
In simple terms
What Entegris really sells
Entegris is a picks-and-shovels supplier to chipmaking: it makes the ultra-pure materials, filters, specialty gases, CMP slurries and wafer-handling gear that fabs like TSMC, Samsung and Intel need to build advanced chips. It sells consumables into the fab, so it earns money every time a wafer is processed — not just when a fab is built.
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Risk read
Moderate
SteadierMore speculative
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