The AI Infra MapFROM WATTS TO TOKENS
Map → L2 Silicon, Memory & Packaging → Disco Corporation

Disco Corporation

Tokyo, JA · founded 1937
L2 · Silicon, Memory & Packaging
semicap equipmentincumbentpublic

Disco makes precision dicing, grinding, and wafer-thinning equipment essential for cutting and preparing wafers, particularly for advanced packaging and chiplet manufacturing. It holds a dominant global share in dicing saws and grinders. The company continues to supply mass-production tools to OSATs and memory makers for AI-related packaging in FY2025.

Ecosystem functionNear-monopoly in precision dicing/grinding, a mechanical step required before advanced packaging of AI chips.

Business modelSells wafer dicing/grinding tools

Revenue—
Valuation$25Bestimated
Last round—
Sources · 1 ↓
  1. https://www.disco.co.jp/eg/ir/
Suggest an editLast verified 2026-08-07
← Back to L2