Disco Corp

6146: XTKS (JPN)

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Disco's Long-Term Outlook Intact as Rising Pressure on AI Chip Yields Drives High-End Tooling Needs

Jing Jie Yu

Jul 24, 2026

Business Strategy and Outlook

Disco primarily focuses on dicing and grinding equipment used in semiconductor manufacturing. We expect the growing precision required for chip manufacturing to generate outsize growth opportunities for the company over the next five years.

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Disco Corp

Disco's Long-Term Outlook Intact as Rising Pressure on AI Chip Yields Drives High-End Tooling Needs

Business Strategy and Outlook

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