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Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possible. In this deep dive, we break down why their flagship Dragonfly system is a winner in the AI era and how the company is successfully pivoting growth toward Taiwan and South Korea to offset shifts in China.<br>We also take a close look at Onto’s rivalry with industry giant KLA Corp and how their recent Semi Lab acquisition is already fueling a massive ramp-up in 2026 revenue. With free cash…
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