DISCO: AI Packaging Spurs a Precision-Equipment Re-Rating — a Mid-Term Long Trade
DISCO Corp (DSCSY) makes precision cutting, grinding and polishing machines used by semiconductor fabs and OSATs. With AI packaging and heterogeneous integration accelerating demand for tighter tolerances, DISCO's installed base, consumables and services create a compounding profit pool. Valuation shows a premium (market cap ~$38.9B, PE ~42.6), but…