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
$4.1B (FY2025) · +17.3% YoY
Net income
$488M
Operating margin
16.6%
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.

Role in the chain

Daifuku is a market leader in Equipment (Front End) (Subsystems & Components), headquartered in Japan. Dominant supplier of automated material handling (OHT) inside fabs.

Diligence questions

  1. The dataset names 7 tracked customers for Daifuku. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  2. Daifuku is positioned as a leader in Equipment (Front End). How replaceable is this vendor on the process step you are buying?
  3. Daifuku is headquartered in Japan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  4. Daifuku trades as TSE:6383. What does the latest reported period say about capacity and backlog versus the graph position above?
  5. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Daifuku

Key products

  • AMHS
  • overhead transport

Customers

More Equipment (Front End) companies

Compare with

Atlas Copco · VAT Group · MKS Instruments · Ebara · Advanced Energy · Horiba

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Daifuku — supply chain, financials & market position”, https://wafergraph.com/company/daifuku (data as of 2026-09-05).

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