DISCO vs TOWA
DISCO is larger by market cap ($42.9B vs $1.2B). DISCO reports higher tracked revenue ($2.7B vs $342M). Both are primarily Assembly & Packaging Equipment companies.
Shared segment: Equipment (Back End).
Side-by-side
| DISCO | TOWA | |
|---|---|---|
| Market cap | $42.9B | $1.2B |
| Revenue | $2.7B (FY2026) | $342M (FY2026) |
| Primary segment | Assembly & Packaging Equipment | Assembly & Packaging Equipment |
| Market position | leader | leader |
| Country | Japan | Japan |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 9 | 13 |
| Chokepoint / criticality | 81/100 | 82/100 |
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 DISCO and TOWA compare
- Size: DISCO is the larger company by market cap.
- Revenue: DISCO reports higher tracked revenue.
- Supply-chain criticality: TOWA has the higher chokepoint score (82/100 vs 81/100).
- Footprint: DISCO (Japan) vs TOWA (Japan).