Daifuku
Daifuku is a leader in the Equipment (Front End) segment of the semiconductor & AI supply chain, headquartered in Japan. Its key customers include TSMC, Samsung Electronics, Intel.
Dominant supplier of automated material handling (OHT) inside fabs.
- Ticker
- TSE: 6383
- Headquarters
- Japan
- Revenue
- $4.0B (FY2025) · +17.3% YoY
- Net income
- $476M
- Operating margin
- 15.2%
- Market position
- leader
- Value-chain segment
- Subsystems & Components
- Key products
- AMHS, overhead transport
About Daifuku
Daifuku, headquartered in Japan, operates in the Subsystems & Components segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include AMHS, overhead transport. wafergraph maps 7 tracked customers for Daifuku across the value chain. It has a supply-chain criticality score of 81/100, with 236 companies downstream of it.
Key products
- AMHS
- overhead transport