DD · Earnings call · 2026Q2T · Full report

AI Infrastructure Demand

DuPont de Nemours, Inc. · 2026-08-04 · Importance 41 · Surprise 48

DuPont is benefiting from demand for ultra-pure water used by semiconductor manufacturers, which management linked to continued AI and advanced-node investment. Water-related semiconductor demand grew more than 20% in the second quarter. Management said this growth rate has persisted for several quarters and is expected to continue. The opportunity is served through DuPont’s Water business rather than direct data-center construction exposure.