Top Message
DISCO’s net sales and profits have hit a record high
We will continue to strengthen the company by furthering our “ability to create” and “ability to manufacture”
Business Environment and Performance
In FY2025, supported by growing demand for generative AI, investments in data centers continued to expand, and demand for high-performance semiconductors remained strong. At the same time, trends varied by application. While demand for computers and smartphones showed a mild recovery, demand for power semiconductors remained sluggish due to slowing EV demand.
Under this business environment, shipments of precision processing equipment remained strong, particularly for high-value-added products used in high-performance semiconductors. In addition, shipments of precision processing tools (consumables) also remained strong in line with customers’ equipment utilization rates. As a result, DISCO’s shipment value and net sales hit record highs in FY2025.
In terms of earnings, despite fluctuations in the GP margin due to changes in the product and application mix, as well as increases in personnel and R&D expenses, revenue and profits both increased, supported by higher net sales and the profit contribution from high-value-added products. This led to a record high profit for the sixth consecutive year.
Regarding shareholder returns, based on the dividend policy, the annual total of performance-based dividends and additional dividends from surplus funds per share will be 505 yen (interim: 129 yen, year-end: 376 yen), which is a record high.
The Year Ahead
While a full-scale recovery in demand for end products such as computers and smartphones has yet to be seen, expectations for new demand growth and technological innovation are high, particularly in generative AI.
Although it is difficult to predict when new technologies will appear in the market, we believe that proactively working on various R&D themes with a mid-to-long term perspective in mind and continuing to increase our capacity to respond to changes will ultimately allow us to handle future demand when the time comes.
As we expect that our customers’ R&D needs will continue to increase in the future, we will proceed with construction of the new Gohara Plant as part of Hiroshima Works in addition to the new building at the Haneda R&D Center in order to respond to these needs. By enhancing both our R&D and manufacturing functions, we will continue to build a system that enables us to support the increasingly sophisticated and diverse challenges from our customers.
DISCO believes that its manufacturing sites are not merely production facilities, but a source of technological innovation, market responsiveness, and competitiveness. By retaining the manufacturing function within the company and closely integrating development and manufacturing, we will continue to deepen our “ability to create” with respect to R&D and our “ability to manufacture” with respect to monozukuri (making things).
We will continue to dedicate our full efforts to “advanced Kiru, Kezuru, Migaku technologies” and improve our value exchangeability with our stakeholders.
We will also continue to strengthen both organizational and business management through systems such as Will accounting and PIM activities, based on our corporate philosophy, DISCO VALUES, and strive to enhance corporate value by making the company stronger.
We deeply appreciate the continued support of all our stakeholders and would like to kindly request your cooperation in the year ahead.
June 2026
Kazuma Sekiya, Representative Executive Officer and President