With the support of AI demand, the performance of Japanese wafer cutting machine manufacturer DISCO in the first half of the year (April-September 2025) is expected to be better than expected, and the stock price rose sharply after hearing the news...
With the support of AI demand, the performance of Japanese wafer cutting machine manufacturer DISCO in the first half of the year (April-September 2025) is expected to be better than expected, and the stock price rose sharply after hearing the news today.
According to Yahoo Finance's quotation, as of 11:40 a.m. Taipei time on the 9th, DISCO rose 2.72% to 53,560 yen, and its stock price has risen by about 25% so far this year.
Nikkei reported on the 8th that due to solid demand for advanced chips for AI, which has driven sales of semiconductor manufacturing equipment and consumables beyond expectations, and benefiting from the depreciation of the yen, DISCO's consolidated revenue in the first half of 2025 (April-September 2025) is expected to be around 76 billion yen (the same as the same period last year), and consolidated revenue is expected to exceed 190 billion yen (a 10% annual increase), which will be better than DISCO's original self-valuation. In July, DISCO estimated that its operating profit from April to September would be 67.7 billion yen (an annual decrease of 11%) and revenue be 181.1 billion yen (an annual increase of 1%).
DISCO released data on October 6 that non-consolidated (individual) shipments in the first half of the year (April-September 2025) were 170.5 billion yen, an increase of 0.1% from the same period last year, and shipments in the first half of the year hit a record high.
DISCO will only include the sold products in the revenue calculation after the product has been inspected and accepted. Therefore, the revenue will usually be different from the actual market demand trends, and the shipment volume and market trends are highly connected.
DISCO is expected to announce its financial report for the second quarter of 2025 (July-September) on October 29, and will also announce its financial forecast for this quarter (October-December 2025). Because customers' investment intentions will change drastically in the short term, and it is difficult to estimate demand, DISCO will only publish financial forecasts for the latest quarter, rather than full-year financial forecasts.
Further reading: Wafer cutting machine factory DISCO's financial forecast is poor, profits may drop sharply, and stock price plummets
