Onto Innovation Inc. (ONTO)

Onto Innovation Inc. is a specialized leader in process control that "stands alone with a unique perspective across the semiconductor value chain," led by President and CEO Michael Plisinski. The company’s mission is to enable customers to solve their most difficult yield, quality, and reliability issues through high-performance metrology, inspection, and lithography systems. Onto Innovation Inc. stock is a top-tier "AI Infrastructure" play, as its technology is essential for the manufacturing of High-Bandwidth Memory (HBM) and advanced 3D packaging used in AI chips. By late 2025, the company reported a trailing-twelve-month revenue of $1 billion with a market capitalization of over $6.3 billion.

The company’s business operations are fueled by the increasing complexity of semiconductor devices, which require more frequent and precise inspection. In late 2025, Onto Innovation completed the acquisition of Semilab’s materials analysis business, further expanding its technical capabilities in hybrid bonding and advanced interconnects. Future strategy for 2026 involves the expansion of its "EchoScan™" technology, which enables high-yield production of the dense, small bumps used in AI packaging. The company is also targeting the recovery in the DRAM market and the growth of power semiconductors for electric vehicles. Its competitive moat is its comprehensive "End-to-End" process control suite, which provides a level of cross-functional data analysis that point-solution competitors cannot match.

Onto Innovation is listed on the New York Stock Exchange under the ticker ONTO stock. The stock has been a standout performer in the semiconductor equipment sector, driven by its exposure to the "AI Packaging" super-cycle. Analysts and tech sector researchers monitor the ONTO stock price as a leading indicator of semiconductor manufacturing yields and the capital expenditure plans of major foundries. By December 2025, Onto Innovation is recognized as an indispensable partner to the world’s leading chipmakers, providing the "eyes" needed to build the most advanced technology on earth.