DISCO

As of 2026-10-09, DISCO has 1 tracked supplier and 9 tracked customers in this dataset; its largest supplier by market cap is Hamamatsu Photonics. The customer list here follows a shared pattern for this segment rather than being individually confirmed for DISCO — see /methodology.

Sourced from 2 references — primary source — last verified 2026-07-19.

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

Ticker: TSE: 6146
Headquarters: Japan
Revenue: $2.8B (FY2026) · +11.1% YoY
Net income: $859M
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