DISCO → Micron Technology

Yes, wafergraph tracks DISCO as a supplier of Micron Technology, as of 2026-10-09. Micron Technology sources from 170 tracked suppliers in this dataset; DISCO is positioned as a leader in Equipment (Back End), so this edge is harder to replace than a challenger or niche supplier.

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Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

DISCO (leader in Equipment (Back End)) is a tracked supplier of Micron Technology (major in Memory). Controls most of the market for wafer dicing and grinding equipment. Only US-based DRAM/NAND maker; ramping HBM for AI accelerators. The edge is one of 170 tracked suppliers of Micron Technology and one of 9 tracked customers of DISCO.

Source: derived from both company records and the counted edges.

Concentration / risk note

DISCO is positioned as a leader in Equipment (Back End), so this edge is harder to replace than a challenger or niche supplier.

Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.

The two companies

DISCO (supplier)

Controls most of the market for wafer dicing and grinding equipment.

Micron Technology (customer)

Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.

Other tracked suppliers of Micron Technology

Other tracked customers of DISCO

Frequently asked questions2
How many suppliers does Micron Technology have?
The dataset records 170 tracked suppliers for Micron Technology.
How many customers does DISCO have?
The dataset records 9 tracked customers for DISCO.

Cite as: wafergraph, “DISCO → Micron Technology — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/disco/micron/ (data as of 2026-10-09).

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