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AI Wangjing Round Cutting Machine DISCO Financial Upgrade and Pure Benefit Record

9:21am, 16 July 2025    Tech

As demand for AI is strong, DISCO, a large manufacturer of crystal cutting machines in Japan, will set a record high.

DISCO On the 9th, a press release was released after the Japanese stock market announced that the merger of the first quarter of 2025 (April-June 2025) was revised from the original (April) estimate of 75 billion yen (9% year-on-year) to 89.914 billion yen (9% year-on-year) and the merger was improved from 23.8 billion The Japanese Circle (which will drop by 29% per year) was revised up to 3.448 billion Circle (which will increase by 3% per year) and the combined pure profit was also revised up to 2.3.767 billion Circle (which will decrease by 30% per year) to 2.3.767 billion Circle (which will increase by 0.2% per year). The pure profit will set a record high in history for the same period.

(Source: DISCO)

DISCO will only release financial estimates for the most recent quarter, rather than the full-year financial estimates because customer investment intentions will change dramatically in the short term and make it difficult to estimate demand.

According to Japanese media reports, DISCO's financial investigation is mainly due to the strong demand for high-performance semiconductors for generative AI, and the increase in sales of manufacturing equipment. In addition, the Japanese expectation of online sales is also one of the reasons. DISCO sets the April-June exchange rate in April and is 135 days round in April, while the average exchange rate during that period is 144.5.

DISCO is expected to announce the first quarter of 2025 financial report on July 17, and will also announce the second quarter (July-September 2025) financial estimates at the same time.

DISCO released data on July 4, pointing out that AI demand supported, the non-consolidated (partial) shipments in the last quarter (first quarter of 2025, April-June 2025) were 93 billion yen, an increase of 8.5% compared with the same period last year, showing a fifth increase in the six quarters, with quarterly shipments exceeding the 90.8 billion yen in the third quarter of 2024 (October-December 2024), setting a record high.

DISCO's direct connection between the status of DISCO's investment intention and customer equipment investment intention is low, because the products sold will be included in the accounting of the purchase after the product is completed. Therefore, the acquisition is easily affected by the acceptance of the acceptance. It is necessary to observe the investment intention of the customer and use the company's "transfer amount" movement to be more accurate.

Extended reading: Telco + AI Japanese chip equipment sales have been upgraded and has achieved a high history

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