DISCO → Micron Technology
Yes, wafergraph tracks DISCO as a supplier of Micron Technology, as of 2026-09-16. Micron Technology sources from 170 tracked suppliers in this dataset; DISCO is positioned as a leader in Equipment (Back End), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-09-16 · 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 2026-09-16).
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