
What smart money is saying about Disco Corporation
3 funds in our archive have pitched Disco Corporation — most recently Polen International Growth in December 2025.
Disco Corporation manufactures and sells precision cutting, grinding, and polishing machines in Japan and internationally. The company's precision machines include dicing saws, laser saws, grinders, polishers, wafer mounters, die separators, surface planers, and waterjet saws, as well as products for dicing before grinding process and package singulation. It also offers precision processing tools comprising dicing blades, grinding wheels, and dry polishing wheels; and other products, such as accessory equipment, as well as frames and cassettes, and additives for cutting waters. In addition, the company is involved in the disassembly and recycling of precision cutting, grinding, and polishing machines, as well as provides training services for the maintenance and operation of its products. Further, it leases precision machines; and purchases and sells used machines. The company was founded in 1937 and is headquartered in Tokyo, Japan.
Fund coverage · 3 theses
- Polen International GrowthDecember 2025
Disco Corporation is a leader in back-end semiconductor equipment critical for AI-era packaging, with potential for high-teens total return compounding.
Read the full thesis - Polen International GrowthSeptember 2025
Disco Corp is a leading Japanese company specializing in essential semi-cap equipment for back-end chip manufacturing, with strong growth potential driven by the increasing demand for advanced chip packaging in AI.
Read the full thesis - Harding Loevner Global EquityJune 2025
Disco Corp is well-positioned to benefit from the growing demand for ultra-high-precision tools in the manufacturing of complex AI chips.
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