Semiconductor Manufacturing
Onto Innovation
A process control and metrology equipment maker specializing in advanced packaging inspection, positioned as a key beneficiary of the industry-wide shift toward chiplets and 3D packaging for AI chips. Onto Innovation reported record quarterly revenue of $292 million in Q1 2026 (up nearly 10% sequentially and 9.5% year-over-year) with EPS of $1.42 beating expectations, and forecast overall 2026 revenue growth above 30% with advanced packaging revenue growth exceeding 50%.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions High Bandwidth Memory
“Dragonfly G5 system qualified at a leading 2.5D logic customer and a high-bandwidth memory customer, establishing a new level of performance and flexibility to support current and future demand.”
SEC 8-K exhibit (0001193125-26-206365) · May 5, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 85% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Onto Innovation Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- TECHi / company guidance — Onto Innovation guides advanced packaging revenue up over 50% in 2026 on AI demand75% source confidence
- Onto Innovation Investor Relations — Onto Innovation posts record Q1 2026 revenue of $292M, up nearly 10% sequentially85% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Onto Innovation depends on below, and who depends on Onto Innovation above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.