News
Disco reports significant revenue and profit growth driven by AI back-end equipment demand
Monday, February 9, 2026 at 08:15 PM
Disco, a manufacturer of semiconductor back-end processing equipment, reported that its revenue increased 2.2 times and net profit increased 3.2 times over the five-year period ending March 2025. This growth is driven by rising demand for advanced packaging and back-end processes linked to AI infrastructure. The company attributes its market share to a focus on specialized dicing, grinding, and polishing technologies and maintaining close development partnerships with customers.
Context
Japanese semiconductor equipment leader Disco Corp has achieved exceptional growth, with revenue increasing 2.2x and net profit surging 3.2x over the five-year period ending in March 2025. This momentum is primarily fueled by the explosive demand for generative AI, which requires specialized back-end processes for High Bandwidth Memory (HBM) and advanced packaging. By maintaining a narrow focus on "cutting, grinding, and polishing" technologies, the company has solidified its position as a critical linchpin in the global AI hardware supply chain.
CEO Kazuma Sekiya attributes this success to a strategy of solving immediate customer pain points rather than attempting to forecast long-term market shifts. This "customer-first" engineering approach ensures that Disco Corp remains the primary partner for chipmakers navigating the technical hurdles of next-generation semiconductors. By prioritizing specialized talent and deep technical expertise over broad market predictions, the company continues to capture high-margin growth as AI infrastructure scaling intensifies through 2025 and beyond.
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