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Onto Innovation Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Market outlook and growth drivers
Engaging with customers on 2025 expansion plans, with more clarity expected by year-end.
AI, HBM, and logic technology expansion are fueling new opportunities and capital intensity.
Advanced nodes revenue nearly doubled this year, outpacing peers due to broader product adoption.
Q4 expected to see improvement, especially in AI packaging, balancing earlier seasonal adjustments.
Gate all-around node demand is expected to be long and sustained, driven by performance benefits.
Competitive landscape and product innovation
No pricing pressure in 2.5D packaging; advanced inspection tools allow for price increases.
No share loss observed; films metrology and subsurface inspection businesses are growing.
Dragonfly G5 tool is gaining strong customer interest and is designed for future applications.
New capabilities in Dragonfly G5 address hybrid bonding and emerging applications.
Demand for new technology is growing, with multiple tool shipments planned for several customers.
Technology opportunities and product adoption
Dragonfly G5 targets hybrid bonding void inspection and high-resolution particle detection.
Front-end macro inspection market entry expected to see initial orders in 2026, with revenue in 2027.
Hybrid bonding transition is delayed by customers, mainly due to yield and cost concerns.
Strong market share across all three HBM customers in both 2D and 3D inspection.
3D metrology technology adopted by 10 customers, with new applications in co-packaged optics and bumping.
How does Onto achieve 2x advanced node growth?
How does new packaging competition impact pricing?
What new applications for Dragonfly G5?
How will new products drive 2026 outperformance?
How does Dragonfly G5 impact packaging share?
How does Semilab enhance materials metrology?
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Next Onto Innovation earnings date
Q3 202530 Oct, 2025
Next Onto Innovation earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Onto Innovation Inc. is a innovative company involved in the design, development, manufacture, and support of process control tools that performs macro defect inspection and 2D/3D optical metrology, lithography systems, and process control analytical software worldwide. ONTO is based in Santa Clara, California and has roughly 180 employees working in 3 sites (2 in Santa Clara, 1 in Taiwan). The company offers a wide-ranging product portfolio for conventional photomask inspection as well as ultra-violet lithography, multiple patterning lithography, EUV mask inspection and process control.
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