Welcome to our dedicated page for Onto Innovation news (Ticker: ONTO), a resource for investors and traders seeking the latest updates and insights on Onto Innovation stock.
Onto Innovation Inc. (NYSE: ONTO) is a process control and semiconductor equipment company whose news flow centers on technology introductions, customer recognition, acquisitions and financial performance. The company designs and supports metrology, defect inspection, lithography and data analysis systems used by microelectronics device manufacturers, and its announcements often highlight how these tools address yield, performance, quality and reliability issues across the semiconductor value chain.
News about Onto Innovation frequently covers product launches and technology updates, such as the Atlas G6 optical critical dimension metrology system and the expansion of Dragonfly 3Di metrology and inspection platforms for advanced node logic, high bandwidth memory and AI‑focused packaging. These releases describe capabilities in un‑patterned wafer quality, 3D metrology, macro defect inspection, metal interconnect composition and factory analytics, as well as the integration of machine learning and predictive analytics into process control applications.
Investors and industry followers will also see customer and partner‑related news, including recognition from major foundries. For example, Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) presented Onto Innovation with an “Excellent Production Support” award, citing the company’s support of deliveries and use of artificial intelligence technologies in metrology and inspection systems.
Another key theme in ONTO news is corporate development and M&A. The company has reported on its agreement to acquire, and subsequent completion of the acquisition of, Semilab USA LLC and related materials analysis product lines, as well as updates on regulatory review and transaction terms through Form 8‑K filings and press releases.
Regular earnings releases and investor event announcements provide updates on quarterly results, financial outlook and participation in technology and semiconductor conferences. For ongoing coverage of ONTO, this page aggregates these technology, customer, acquisition and financial disclosures in one place.
Onto Innovation (NYSE: ONTO) announced that CEO Michael Plisinski and CFO Brian Roberts will participate in the 28th Annual Needham Growth Conference at the Lotte New York Palace Hotel on January 13–14, 2026.
Plisinski will take part in a fireside chat at 11:45 a.m. ET on January 13. The presentation will be live webcast and accessible on the company investor relations site at investors.ontoinnovation.com. Company representatives will be available for one-on-one meetings on January 13 and 14.
All conference materials and an archived webcast will be posted on the investor relations page and remain available for one year.
Onto Innovation (NYSE: ONTO) received the "Excellent Production Support" award from Taiwan Semiconductor Manufacturing Co (TSMC) in recognition of the company's support to TSMC's 2025 deliveries and its use of artificial intelligence in process control. The award was presented by Cliff Hou of TSMC and accepted by Ramil Yaldaei, COO of Onto Innovation, during a ceremony on November 25, 2025. The company cited its integration of machine learning and predictive analytics into metrology and inspection systems and highlighted proactive supply chain management and manufacturing agility as reasons for the recognition. CEO Michael Plisinski commented on the team's execution and the company's role in supporting partners as they ramp new technologies.
Onto Innovation (NYSE: ONTO) completed the acquisition of key product lines from Semilab's materials analysis business for approximately $495 million, adding FAaST, CnCV and MBIR product families to its portfolio.
The deal expands Onto’s inline wafer contamination monitoring, materials characterization and surface charge metrology capabilities and brings Semilab engineering, support and applications teams under Onto’s global footprint.
For Q4 the company updated revenue guidance to $258–$275 million and expects the acquisition to contribute ~$8–$10 million of revenue from closing through Jan 3, 2026, be immediately accretive excluding purchase accounting, and add ~$0.02–$0.04 to diluted EPS. Management expects ~$120 million of revenue from the acquired lines in 2026, likely weighted to H2.
Onto Innovation (NYSE: ONTO) said senior management will attend three investor conferences in November–December 2025 and will be available for one‑on‑one meetings.
Events and dates: RBC TIMT Conference in New York on Nov 19, 2025; UBS Global Technology and AI in Scottsdale on Dec 1–2, 2025; Barclays 23rd Annual Global Technology in San Francisco on Dec 10, 2025. To schedule meetings, investors should contact their bank salesperson.
Onto Innovation (NYSE: ONTO) reported third quarter 2025 results with Q3 revenue $218.2M and GAAP EPS $0.57. Revenue fell 13.5% year-over-year; non-GAAP EPS was $0.92. Gross margin was 50.7% (non-GAAP 54.0%). The company generated a record $83.4M cash from operations in Q3 and ended the quarter with $983.9M of cash and short-term investments.
Product progress included full qualification of Dragonfly 3Di for two HBM customers and initial Atlas G6 OCD shipments to leading logic and memory customers. For Q4 FY2025 the company expects revenue $250M–$265M, gross margin 53.5%–55%, and non-GAAP diluted EPS of $1.18–$1.33.
Onto Innovation (NYSE: ONTO) will release its third quarter 2025 financial results shortly after the market close on November 6, 2025.
A conference call and live audio webcast will be hosted by CEO Michael P. Plisinski and CFO Brian Roberts on Thursday, November 6, 2025 at 4:30 p.m. ET. Participants should dial (800) 330-6710 (U.S.) or +1 (646) 769-9200 (international) and reference conference ID 3143632 at least five minutes before the start time.
The live webcast will be available at www.ontoinnovation.com (register 15 minutes early) and a replay of the conference call will be accessible on the company website for one year.
Onto Innovation (NYSE: ONTO) has announced its participation at SEMICON West, taking place from October 7-9, 2025 at the Phoenix Convention Center. The company will showcase its latest metrology and inspection technologies at booth 1229, featuring solutions for AI device manufacturing, advanced packaging, and specialty device production.
The company will host a Metrology & Inspection Forum on October 8 and participate in technical presentations, including a TechTALKS session on glass core substrates and the Test Vision Session. Onto Innovation is offering meeting opportunities for both customers and investors during the event, with investor meetings being held at the Hyatt Regency Phoenix.
Onto Innovation (NYSE:ONTO) has launched the Atlas® G6 optical critical dimension (OCD) metrology system, designed for advanced semiconductor process control. The system addresses the challenges of measuring increasingly smaller structural dimensions in gate-all-around (GAA) logic and high bandwidth memory (HBM) devices for AI applications.
The Atlas G6 features enhanced signal sensitivity, smaller spot size, and improved precision capabilities. Key innovations include real-time stabilization technologies for GAA devices and direct on-device measurements for DRAM cell blocks. The system has already secured multiple production orders from leading logic and memory manufacturers.
The platform integrates with Onto's Ai Diffract™ OCD analysis software and machine learning algorithms to strengthen recipe robustness and accelerate time to solution.
Onto Innovation (NYSE:ONTO) announced its senior management team's participation in seven upcoming investor conferences between August and September 2025. CEO Michael Plisinski will participate in a fireside chat at the Citi 2025 Global TMT Conference on September 4 at 2:10 p.m. ET.
The conferences include events hosted by Oppenheimer, Needham, Evercore, Jefferies, Benchmark, Citi, and B. Riley Securities. Management will be available for one-on-one meetings at these conferences. A webcast of the fireside chat will be accessible through the company's website, with a replay available for one year.
Onto Innovation (NYSE: ONTO) reported strong Q2 2025 financial results with revenue of $253.6 million, up 5% year-over-year. The company achieved non-GAAP earnings per share of $1.25 and maintained a robust cash position of $895 million.
Key highlights include the expansion of Dragonfly® 3Di metrology footprint with tools shipped to over 10 customers, and the announced $545 million acquisition of Semilab, expected to add $130 million in annual revenue. While Q3 2025 is projected as a low watermark with revenue guidance of $210-225 million, the company anticipates growth acceleration in Q4 driven by AI packaging demand.
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