Onto Innovation Inc. provided an investor update highlighting strong alignment with growth in artificial intelligence $(AI)$ market segments. The company reported that AI-related revenue accounted for 61% of its 2025 revenue, up from approximately 16% in 2023. Onto Innovation anticipates further improvement in its 2026 revenue outlook, with accelerated growth expected in the second half of the year. The update also referenced new opportunities in advanced packaging, high bandwidth memory, and next-generation transistor technology, projecting a market growth rate of up to 25% CAGR in some segments. The launch of the next-generation Dragonfly inspection tool, featuring enhanced sensitivity and throughput, was noted, with shipments to multiple customers and additional orders anticipated. The company projects operating income exceeding 30% in 2026 and highlighted the contribution of new products, factories, and the acquisition of the semiconductor diagnostic product line from Semilab US, which is expected to generate $120 million in revenue for 2026. You can access the full presentation through the link below.

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