DISCO Corporation
Near-monopoly in wafer dicing, grinding, polishing
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
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Full file coming soon. DISCO Corporation's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L4 Tools · Equipment · 6146.T · Tokyo, Japan · chokepoint
DISCO Corporation
Near-monopoly in wafer dicing, grinding, polishing
- Links
- 7
- Deals from filings
- 0
- Exposed if it fails
- 5
- 22 within 2 steps
- It depends on
- 0
- 0 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
DISCO holds an estimated 70-80% global share of precision dicing (blade + laser) and back-grinding equipment, the machines that thin and singulate wafers — a step that has become critical for HBM stacking, chiplets, and advanced packaging. As die-stacking counts rise for HBM3E/HBM4 and CoWoS, DISCO's stealth-dicing and grinders are a hidden bottleneck few generic maps capture. Its consumable blades and revenue track AI-packaging demand almost directly.
Key facts
from its map entry- Dicing/grinding share
- ~70-80%
- Key tech
- Stealth Dicing, back-grinding
Pick a link to move the graph there: · · · ·
Connections7 links
Pulled 28 Oct 2026 · AI Systems Map links
Who depends on it
5Compare two: what DISCO Corporation shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources2 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| AI Systems Map links7 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.