DISCO → Micron Technology

As of 2026-09-05, DISCO is a tracked supplier of Micron Technology. DISCO is a leader in Equipment (Back End) (headquartered in Japan); Micron Technology is a major in Memory (headquartered in United States). DISCO has 9 tracked customers; Micron Technology has 170 tracked suppliers.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

DISCO (leader in Equipment (Back End)) is a tracked supplier of Micron Technology (major in Memory). Controls most of the market for wafer dicing and grinding equipment. Only US-based DRAM/NAND maker; ramping HBM for AI accelerators. The edge is one of 170 tracked suppliers of Micron Technology and one of 9 tracked customers of DISCO.

Source: derived from both company records and the counted edges.

Concentration / risk note

DISCO is positioned as a leader in Equipment (Back End), so this edge is harder to replace than a challenger or niche supplier.

Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.

The two companies

DISCO (supplier)

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

Micron Technology (customer)

Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.

Other tracked suppliers of Micron Technology

Other tracked customers of DISCO

Cite as: wafergraph, “DISCO → Micron Technology — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/disco/micron/ (data as of 2026-09-05).

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