As shipments were concentrated in the previous quarter (April-June), Japanese wafer cutting machine manufacturer DISCO's shipments shrank again in the last quarter (July-September). However, DISCO's stock price was not affected today and soa...
As shipments were concentrated in the previous quarter (April-June), Japanese wafer cutting machine manufacturer DISCO's shipments shrank again in the last quarter (July-September). However, DISCO's stock price was not affected today and soared to a new high in more than a year.
According to Yahoo Finance's quotation, as of 8:15 a.m. Taipei time on the 7th, DISCO soared 4.52% to 56,440 yen, reaching a maximum of 57,060 yen earlier, setting a new high since July 17, 2024.
DISCO released data after the market closed on the 6th that non-consolidated (individual) shipments in the last quarter (second quarter of 2025, July-September 2025) were 77.4 billion yen, a decrease of 8.5% from the same period last year. It was the second contraction in three quarters; compared with the previous quarter (April-June 2025), it was a 16.7% decrease. DISCO shipments in the previous quarter reached 93 billion yen, setting a record high in single-quarter history.
DISCO pointed out that in terms of shipments of precision machining equipment, demand for generative AI applications has continued to be steady. However, shipments were concentrated in the previous quarter (April-June), which dragged down shipments in the last quarter. In the part of precision machining tools as consumables, in line with customer equipment utilization rates, shipments increased and hit a new single-quarter high.
In addition, DISCO’s non-consolidated revenue increased by 2.5% to 85.3 billion yen last quarter compared with the same period last year.
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 second quarter financial report for 2025 on October 29.
Further reading: Wafer cutting machine factory DISCO's financial forecast is poor, profit may drop sharply, stock price plummets Sales of Japanese chip equipment continue to boom, with a 15% increase in August, a new high for the same period
