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Stock impact report

Onto Innovation projects over 30% advanced packaging growth in 2026 amid record backlog and AI demand [Seeking Alpha]

Onto Innovation Inc. (ONTO) 
Last onto innovation inc. earnings: 2/6 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
CEO Michael Plisinski highlighted that Onto Innovation ended 2025 "on a high note with orders from 2.5D packaging for AI devices more than doubling in the quarter, contributing to a record Quick Insights Record revenue growth is driven by accelerating demand in AI and advanced packaging, especially strong orders for 2.5D packaging and a large volume purchase agreement for HBM metrology systems. Management projects advanced packaging revenue to grow over 30%, supported by strong customer demand and a record backlog. Key risks include supply chain constraints in precision optics and expected declines in power semiconductor and Semilab revenues due to weaker EV demand and infrastructure spending. Recommended For You More Trending News Show less Read more
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