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◆ TESSARA JULY 23, 2026 Advanced-packaging tool demand hit a new high ¥98B PER QUARTER +9.0% QoQ · +28.2% YoY Disco quarterly shipments, a leading indicator for CoWoS and advanced-packaging capacity. ¥0B ¥20B ¥40B ¥60B ¥80B ¥100B Prior peak ¥93B FY2024 Q1 FY2024 Q3 FY2025 Q2 FY2025 Q4 tessara.tech Source: Disco Corp. filings

Advanced-packaging tool demand hit a new high

Disco makes the precision grinders and dicers that thin and cut advanced AI chips. Its quarterly shipments just broke their prior peak, up about 28% in a year. Disco sits upstream of CoWoS packaging, so its order book is an early read on AI accelerator supply.
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