DISCO Corp (6146.T) — Technical state

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026That's the mispricing. ~18× Trail P/E ~16× Fwd P/E 30%+ Wafer Share Disco Corporation 6146.T · ¥48,000 Watch Constraint: ~80% of precision dicing/grinding for advanced packaging Disco dominates the machines that cut and grind silicon…

Dailies

• AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026Tokyo, an hour from its close, has the Nikkei −0.5% at 63,196 with the equipment names lower — Advantest −4.0%, Disco −1.3%, Tokyo Electron −1.2%, Screen −0.8% — while Lasertec is +1.7%, Kioxia +0.4% and Socionext +1.1%.
• Asia’s chip rally fades into the close: Kospi touches 7,171 and ends under 7,000, Nikkei −1.2% on a 153 yen — and Lenovo drops 6%, Z.ai 10% in Hong KongMorning 10 · 8 Sept 2026The Nikkei closed at 65,596.37, down 1.2%, and the names that led Monday’s rally led Tuesday’s giveback: Murata −7.0%, Sumco −6.8%, Ibiden −5.9%, Disco −5.0%, Kioxia −2.8%, Tokyo Electron −2.6%, with Toyota and Honda down 3% to 4% on the…