生成AI向け半導体の需要拡大を背景に、ディスコの2026年度第2四半期(2026年7～9月期)は、売上高が前年同期比36.4％増の1427億5000万円、営業利益が同52.3％増の676億600万円となり、いずれも四半期ベースで過去最高を更新した。HBMやAI向けロジック用の精密加工装置に加え、CPO関連の光半導体・光部品向け需要も増加。市場動向との連動性が高い出荷額も過去最高の1486億7700万円となり、10～12月期はさらに1496億円を見込む。
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