# Who are Disco Corporation's customers? Who does Disco Corporation earn revenue from?
Canonical: https://valuechain.wiki/disco · Facet: customers · Updated: 2026-07-12T06:22:04.009+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Disco Corporation's confirmed revenue counterparties include TSMC, 삼성전자, SK하이닉스 plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

### TSMC (high)  → /tsmc.md
- metric: Market share >65% · 2024 · global dicing/grinding share
- note: Supplies dicing/grinding tools to TSMC, but the real tie is the recurring blade/service revenue on top — the higher foundry utilization runs, the more consumables turn.
- [confirms] DISCO (EN, filing, published 2026-04-22) https://japanir.jp/en/company/company-6146/ir/6146-20260422-01_wp_financial_summary/: "DISCO FY2026 net sales JPY 436.8bn (+11.1%), operating income JPY 184.9bn (42.3% margin, record); AI/HBM/GPU advanced-semi precision-processing demand with consumable blades/tools staying high. Supplies 다이싱·그라인딩 장비+소모 블레이드 to TSMC."
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Supplies dicing and grinding equipment to TSMC."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Supplies dicing and grinding equipment to TSMC."

### 삼성전자 (mid)  → /samsung-electronics.md
- note: Supplies dicing/grinding tools to Samsung — HBM and advanced packaging add dicing/thinning steps, growing both tool and consumable demand.
- [confirms] DISCO (EN, filing, published 2026-04-22) https://japanir.jp/en/company/company-6146/ir/6146-20260422-01_wp_financial_summary/: "DISCO FY2026 net sales JPY 436.8bn (+11.1%), operating income JPY 184.9bn (42.3% margin, record); AI/HBM/GPU advanced-semi precision-processing demand with consumable blades/tools staying high. Supplies 다이싱·그라인딩 장비+소모 블레이드 to 삼성전자."
- [confirms] EDINET / company IR (JA, filing, published 2025-06-24) https://www.disco.co.jp/jp/ir/library/doc/fs/fs86.pdf: "Annual securities report: revenue, customers, business."
- [confirms] Digital Today (KO, news, published 2025-06-01) https://www.digitaltoday.co.kr/news/articleView.html?idxno=610284: "HBM4 reliance on Japan; Disco 70-80% dicing"
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Supplies dicing and grinding equipment to Samsung Electronics."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Supplies dicing and grinding equipment to Samsung Electronics."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: Supplies dicing/grinding tools to SK hynix — HBM stacking raises grinding (thinning) difficulty, a key demand source.
- [mentions] Analyst analysis (EN, research, published 2026-04-25) https://note.com/eternalcyu2/n/n3348baee8bc5: "AI/datacenter investment and HBM/GPU demand drove precision-processing equipment and consumables."
- [confirms] DISCO (EN, filing, published 2026-04-22) https://japanir.jp/en/company/company-6146/ir/6146-20260422-01_wp_financial_summary/: "DISCO FY2026 net sales JPY 436.8bn (+11.1%), operating income JPY 184.9bn (42.3% margin, record); AI/HBM/GPU advanced-semi precision-processing demand with consumable blades/tools staying high. Supplies HBM 그라인딩(박막화)·다이싱 장비+블레이드 to SK하이닉스."
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Supplies dicing and grinding equipment to SK hynix."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Supplies dicing and grinding equipment to SK hynix."

### ASE테크놀로지 (mid)  → /ase.md
- note: Supplies dicing/grinding tools to leading OSAT ASE — where back-end volume concentrates, a core axis of the consumable aftermarket.
- [confirms] DISCO (EN, filing, published 2026-04-22) https://japanir.jp/en/company/company-6146/ir/6146-20260422-01_wp_financial_summary/: "DISCO FY2026 net sales JPY 436.8bn (+11.1%), operating income JPY 184.9bn (42.3% margin, record); AI/HBM/GPU advanced-semi precision-processing demand with consumable blades/tools staying high. Supplies 후공정 다이싱·그라인딩 장비+블레이드 to ASE."
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Supplies dicing and grinding equipment to ASE Technology."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Supplies dicing and grinding equipment to ASE Technology."

### 앰코테크놀로지 (mid)  → /amkor.md
- note: Supplies dicing/grinding tools to OSAT Amkor — as advanced-packaging outsourcing grows, recurring blade demand rises.
- [confirms] DISCO (EN, filing, published 2026-04-22) https://japanir.jp/en/company/company-6146/ir/6146-20260422-01_wp_financial_summary/: "DISCO FY2026 net sales JPY 436.8bn (+11.1%), operating income JPY 184.9bn (42.3% margin, record); AI/HBM/GPU advanced-semi precision-processing demand with consumable blades/tools staying high. Supplies 다이싱·그라인딩 장비+블레이드 to 앰코."
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Supplies dicing and grinding equipment to Amkor Technology."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Supplies dicing and grinding equipment to Amkor Technology."

Reverse side: https://valuechain.wiki/disco/suppliers.md · Ripple: https://valuechain.wiki/disco/ripple.md

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Full node: https://valuechain.wiki/disco.md · JSON: https://valuechain.wiki/disco.json