Materials and contamination control (CMP slurry)
Entegris
A global supplier of contamination control, high-purity materials and CMP slurry/pads to TSMC, Samsung and Intel. 2024 revenue ~$3.2B.
ENTG Updated Jul 12, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, Entegris is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 34 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · FY2025 net sales $3,196.6M (-1%). ~80% is unit-driven consumables used per wafer (unit-driven +2% in 2025). Led by CMP slurry/pads, liquid filtration and selective etch
- Segments · Materials and contamination control (CMP slurry)
Revenue from
- Samsung Electronics High confidence
Supplies high-purity materials and CMP slurry to Samsung — recurring demand tied to memory/foundry utilization. - TSMC High confidence
A core customer relationship supplying high-purity materials and CMP slurry to TSMC — the world's top foundry, whose leading-edge/AI capacity growth increases materials consumed per wafer, the biggest structural demand driver.Mentions EN Analyst consensus Published Apr 30, 2026: Entegris (ENTG) analysts: Moderate Buy, target $156.56 (2026) - Intel Medium confidence
Supplies high-purity materials and CMP slurry to Intel — consumable-materials revenue tied to Intel's fab utilization and leading-edge investment.
Pays to
- equipment & infrastructure (undisclosed) Low confidence
Invests in production equipment and infrastructure (undisclosed) — capacity spend to meet growing materials demand. - components, materials & R&D (undisclosed) Low confidence
Sources and invests in parts, materials and R&D for its materials and slurry (undisclosed) — purity and particle control anchor product competitiveness.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Dell Technologies | lead2 | +51.2 | -26.6 | +95.9 | +53 | +11.2 | +320.2 |
| Lenovo | lead2 | -4.6 | -20.9 | +36.2 | +18.2 | -0.6 | +269.8 |
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| MediaTek | lead2 | +27.8 | -26.6 | +52.9 | +58.3 | +24.9 | +152.4 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +122.8 |
| ASUSTeK Computer | lead2 | +35.5 | -12.9 | +72 | +41.1 | -14.1 | +119.8 |
| Fortinet | lead2 | +142 | -32 | +19.7 | +61.4 | -16 | +96.8 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +86.6 |
| HP Inc. | lead2 | +57.2 | -26.4 | +16.1 | +12.1 | -28.7 | +50.7 |
| Realtek | lead2 | +19.6 | -33.8 | +56.2 | +19.1 | -6.4 | +47.5 |
| Cisco | lead2 | +45.8 | -22.5 | +9.3 | +21 | +33.5 | +43.8 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +36.1 |
| Analog Devices | lead2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +34.8 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +28.2 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| Microchip Technology | lead2 | +27.5 | -18 | +30.9 | -35 | +14.6 | +18.4 |
| Mercury Systems | lead2 | -37.5 | -18.7 | -18.3 | +14.8 | +73.8 | +12.9 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | +12.9 |
| Alphabet (Google) | lead2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| NXP Semiconductors | lead2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +5.9 |
| Microsoft | lead2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +3.8 |
| Montage Technology | lead2 | -18.2 | -21.8 | -18 | +51.4 | +169 | +3.4 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +0.2 |
| Ambarella | lead2 | +121 | -59.5 | -25.5 | +18.7 | -2.6 | -11.2 |
| Phison Electronics | lead2 | +26.8 | -10.7 | +45.1 | -6.7 | +418.3 | -14.7 |
| Mobileye | lead2 | · | · | +23.6 | -54 | -47.6 | -18 |
| Will Semiconductor | lead2 | -12.1 | -49.7 | -8.3 | +22.8 | +15.5 | -33.7 |
| Intel | lead1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +59.7 |
| TSMC | lead1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +41.9 |
| Entegris | node | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +65.1 |
YTD as of 2026-09-04 · source: Yahoo Finance
Entegris operates across Materials and contamination control (CMP slurry). After -14.6% in 2025, it rebounded +65.1% in 2026. The demand side (avg +87.1%) leads the stock (+65.1%), so customer moves come first here. Among connected nodes the furthest ahead is Intel (+159.6%) and the furthest behind is TSMC (+41.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. 2024 revenue ~$3.2B.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target $174 · Price $138.74 (09-04) · Upside +25%