Disco Raises Profit Forecast on AI Semiconductor Equipment Demand

Disco's improved forecast shows that AI demand is still flowing through the semiconductor equipment chain. The company now expects first-half net profit of JPY73.8 billion, up 32% from a year earlier, with demand supported by tools and consumables used in AI-related production. For RamTrend, the key point is upstream capacity health. HBM and advanced AI semiconductors require precise wafer processing, die thinning, singulation, and other manufacturing steps where specialist equipment suppliers matter. Stronger demand for those tools does not immediately move memory contract prices, but it supports the view that AI production investment remains active.