ONTO
Guest preview — showing qualitative direction only.
ONTO Analysis Summary
Onto Innovation (ONTO) operates in Layer 1: Semiconductor Manufacturing, in the Packaging Metrology sub-sector. With a $9.0B market cap and 40% AI-derived revenue, it sits in the upstream tier of the AI supply chain.
The current composite signal is bullish with medium conviction, driven primarily by weekly factors.
ONTO has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include ASX, TSM, AMKR.
ONTO is currently a beneficiary of 1 bottleneck (TSMC CoWoS Packaging).
Learn more about our signal methodology. View Signal History → Onto Innovation AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.5h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with medium conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Onto Innovation (Semiconductor Manufacturing, 40% AI revenue). Signal: +0.23.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $9,000M (9.0B)
- Avg Daily Volume
- $45.0M
- AI Revenue %
- 40%
- Liquid Options
- Yes
- Layer
- 1 — Semiconductor Manufacturing
- Sub-Sector
- Packaging Metrology
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About ONTO
- Company: Onto Innovation
- Supply Chain Position: Semiconductor Manufacturing (Layer 1 of 10)
- Market Cap: $9.0B
- AI Revenue: 40%
- Sub-sector: Packaging Metrology
- Tier: Upstream
- Supply Chain Partners: 3 companies
ONTO FAQ
What does Onto Innovation do in AI?
Onto Innovation (ONTO) operates in the Semiconductor Manufacturing layer of the AI supply chain, in the Packaging Metrology sub-sector.
Is ONTO a buy or sell?
Full signal analysis for ONTO is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is ONTO in?
ONTO is in Layer 1: Semiconductor Manufacturing. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Onto Innovation's AI revenue exposure?
Onto Innovation derives approximately 40% of its revenue from AI-related activities. It has a market capitalization of $9.0B and sits in the upstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Onto Innovation when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.