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Onto Innovation (ONTO) investor relations material

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.
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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.

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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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