Driven by AI market demand, Japan's leading wafer cutting equipment manufacturer Disco achieved record high shipments from April to June.

Glonghui, July 7 | According to Sci-Tech Innovation Board Daily, driven by AI market demand, Japan's leading wafer cutting equipment manufacturer DISCO disclosed its business data after market close on the 6th. Benefiting from the strong demand for generative AI, shipments of precision processing equipment and accompanying consumable precision processing tools have risen in tandem. In the first quarter of fiscal year 2026 (April-June 2026), the company's standalone shipment value increased by 25.3% year-on-year to 116.5 billion yen, achieving year-on-year growth for two consecutive quarters. The single-quarter shipment scale surpassed the 98.1 billion yen from January-March 2026, setting a new historical record. Quarter-on-quarter, shipment value rose by 18.7% compared to the previous quarter (January-March 2026), marking three consecutive quarters of sequential growth. Additionally, in this quarter, DISCO's standalone revenue surged 26.0% year-on-year to 95 billion yen, though revenue declined 9.4% quarter-on-quarter.