Latest Tokyo Brief coverage on DISCO CORPORATION, tracking filings, financial news, and market signals from Japan.
TSE:6146
DISCO's preliminary non-consolidated first-half sales of ¥213.6bn reached 106.2% of its forecast, and July to September shipments of ¥123.9bn set a quarterly record that the company links mainly to generative AI demand.
Faster customer acceptance inspections, not a jump in AI chip orders, drove a 16% profit beat for DISCO in the June quarter, and the Tokyo chip-tool maker used the visibility to raise its interim dividend to ¥171 a share and disclose second-quarter guidance for the first time this year.
The number: DISCO's April-June shipments hit a record ¥116.5bn, up 18.7% from the prior quarter, while sales of ¥95.0bn still lagged behind because DISCO only books revenue once customers accept delivery. Generative-AI demand for its wafer-cutting and grinding tools drove the shipment record; full audited results land July 23.