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Onto Innovation
Onto Innovation (ONTO) investor relations material
Onto Innovation 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Industry trends and market outlook
AI is a major growth driver, with industry demand expected to grow at a 40% CAGR over the next few years, fueling factory expansions and supply chain opportunities.
61% of 2025 revenue is tied to the AI supply chain, with a stronger outlook for 2026, projecting at least 10% growth in the first half over the second half of 2025.
Growth is driven by advanced nodes, packaging, and strong demand for HBM and 3DI metrology, with AI influencing both front-end and back-end markets.
OSATs are gaining importance in AI packaging, with high-end applications and 3D metrology driving volume orders.
Panel-level packaging markets are recovering, with funded expansions expected in the next 12–24 months.
Product innovation and technology
Dragonfly G3 and G5 platforms offer significant improvements in resolution, throughput, and application range, with G5 nearly doubling the speed of G3.
New charge metrology capability from the SDI acquisition enables early detection of electrical defects, providing a competitive edge in chiplet architectures and power semiconductors.
The JetStep lithography system's wide-field, high-resolution optics are unique in the industry, supporting large package printing without stitching.
Firefly metrology tools are gaining traction due to their affordability and critical role in inline process control.
The company is qualified at two of three HBM memory manufacturers for 3DI metrology, with further growth expected in 2026.
Operational strategy and financial performance
Manufacturing shift to Asia has reached 50% of production, targeting 80% by mid-2024, optimizing costs and supply chain resilience.
SDI and Semilab acquisitions are margin accretive, with new products and applications contributing to higher margins.
At least a 30% improvement in operating margin and net income is projected for 2026, driven by factory moves, product mix, and acquisition synergies.
Value to customers is quantified by the ability to solve critical problems with high speed and precision, justifying premium pricing and improved margins.
What specific Advanced Node investments drive 2026 H1 growth?
Charge Metrology: Key challenges addressed, market potential?
Extended factories: Impact on China market engagement?
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Next Onto Innovation earnings date
Q4 20256 Feb, 2026
Onto Innovation
Next Onto Innovation earnings date
Q4 20256 Feb, 2026
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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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