What does DISCO make?

DISCO makes dicing saws, grinders, laser saws.

Who are DISCO's key suppliers?

DISCO's tracked suppliers include Hamamatsu Photonics.

Who are DISCO's customers?

DISCO's tracked customers include ASE Technology, Amkor Technology, TSMC, SK hynix, Samsung Electronics, Intel, Micron Technology, SMIC, GlobalFoundries.

What part of the semiconductor supply chain is DISCO in?

DISCO operates in the Assembly & Packaging Equipment segment, where it is a market leader.

DISCO

DISCO is a leader in the Equipment (Back End) segment of the semiconductor & AI supply chain, headquartered in Japan. Its key suppliers include Hamamatsu Photonics. Its key customers include ASE Technology, Amkor Technology, TSMC.

Controls most of the market for wafer dicing and grinding equipment.

Ticker: TSE: 6146
Headquarters: Japan
Revenue: $2.7B (FY2026) · +11.1% YoY
Net income: $848M
Operating margin: 42.7%
Market position: leader
Value-chain segment: Assembly & Packaging Equipment
Key products: dicing saws, grinders, laser saws

About DISCO

DISCO, headquartered in Japan, operates in the Assembly & Packaging Equipment segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include dicing saws, grinders, laser saws. wafergraph maps 1 tracked supplier and 9 tracked customers for DISCO across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.

Role in the chain

DISCO is a market leader in Equipment (Back End) (Assembly & Packaging Equipment), headquartered in Japan. Controls most of the market for wafer dicing and grinding equipment.

Diligence questions

The dataset records 1 tracked supplier for DISCO. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
1 of DISCO's tracked suppliers are a monopoly or leader (including Hamamatsu Photonics). Which of those are actually single-source for the process step you care about?
The dataset names 9 tracked customers for DISCO. How concentrated is demand among those names, and which of them have a documented second source in this graph?
DISCO is positioned as a leader in Equipment (Back End). How replaceable is this vendor on the process step you are buying?
DISCO 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?
DISCO trades as TSE:6146. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for DISCO