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Disco is well-positioned to benefit from rising demand in advanced semiconductor packaging and high-bandwidth memory, driven by AI infrastructure expansion. DSCSY's defensible moat combines equipment, consumables, proprietary process recipes, and deep customer integration, supporting recurring revenue and premium margins. I project FY revenue of ¥510B (43% margin, ¥1,430 EPS) and next-year revenue of ¥575B (44% margin, ¥1,675 EPS), with growth driven by advanced packaging and consumables.