Disco is trading at €344.00 (+5.52%) following record profit projections fueled by surging demand for AI semiconductor manufacturing equipment.
- The company expects a July-September net profit of ¥39.5 billion, representing a 23% increase year-over-year.
- Growth is primarily driven by strong demand for specialized dicing saws and grinders used in the production of AI semiconductors.
- Investors are prioritizing the robust AI-linked growth outlook despite the forecast falling slightly short of consensus estimates.