Strategic Intelligence Report
Generated July 29, 2026
Semiconductor Manufacturing
Onto Innovation
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Wilmington, Massachusetts, USA
Website
Employees
1,900 (FY2024)
Founded
2019
Listing
ONTO · NYSE
Market Cap
$13.05B
Revenue (TTM)
$1.03B
Price
USD262.33 (-5.82%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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%.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Advanced Semiconductor Packaging: Onto Innovation's process control and metrology tools are used to inspect advanced packaging structures including those used in AI chip manufacturing.
Competition / Other
- KLA Corporation: Onto Innovation competes with the much larger KLA Corporation in process control and metrology equipment for semiconductor manufacturing.
Strategic Risks
- Competes with larger process control players including KLA
Future Outlook
- Direct beneficiary of continued chiplet and advanced packaging adoption
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Onto Innovation Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- TECHi / company guidance (May 2026) — Onto Innovation guides advanced packaging revenue up over 50% in 2026 on AI demand
- Onto Innovation Investor Relations (May 2026) — Onto Innovation posts record Q1 2026 revenue of $292M, up nearly 10% sequentially
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
Viewing the Full Analyst Report — switch to the Executive Summary.