Flash | Implications – Disco guides for 4% QoQ shipment growth in Q2. We view management's current outlook showing both OSAT and memory maintaining high levels as reassuring. During this evening's follow-up call, management stated that production support headcount remains at c100, a level that it intends to maintain in Q3 and beyond. They also mentioned that silicon photonics-related projects have materialized, with shipments starting in Q1. These points should leave a positive impression. Given that Disco ...