BE Semiconductor Industries vs DISCO
DISCO is larger by market cap ($42.9B vs $21.0B). DISCO reports higher tracked revenue ($2.7B vs $683M). BE Semiconductor Industries's primary segment is Bonders; DISCO's is Assembly & Packaging Equipment.
Shared segment: Equipment (Back End).
Side-by-side
| BE Semiconductor Industries | DISCO | |
|---|---|---|
| Market cap | $21.0B | $42.9B |
| Revenue | $683M (FY2025) | $2.7B (FY2026) |
| Primary segment | Bonders | Assembly & Packaging Equipment |
| Market position | leader | leader |
| Country | Netherlands | Japan |
| Tracked suppliers | 1 | 1 |
| Tracked customers | 9 | 9 |
| Chokepoint / criticality | 81/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How BE Semiconductor Industries and DISCO compare
- Size: DISCO is the larger company by market cap.
- Revenue: DISCO reports higher tracked revenue.
- Supply-chain criticality: BE Semiconductor Industries has the higher chokepoint score (81/100 vs 81/100).
- Footprint: BE Semiconductor Industries (Netherlands) vs DISCO (Japan).
Company hubs
BE Semiconductor Industries · DISCO · Equipment (Back End) segment