Onto Innovation Inc.’s Excellence in the Semiconductor Market

Announcement

The semiconductor industry is in its transitioning era, influenced by the rapid demand for 5G infrastructure, advanced packaging technologies, and artificial intelligence. Following this the onto innovation inc., a leading company, is accelerating its acquisition, operational agility, and R&D investments to retain its position in the equipment market. The semiconductor industry is harnessing a $150 billion revenue push from generative AI chips in 2025, stated to Deloitte’s industry outlook. Onto intends to assess alignment with these mild winds.

Intelligent Acquisition and Innovation in R&D

The Onto’s acquisition of Semilab USA LLC for $545 million is predicted to be completed in the second half of 2025, showing its commitment to extending its technological blueprint. The deal amounts to over $130 million in annual revenue, accelerating its potency in surface and electrical metrology. It is crucial for addressing the emerging challenges in exotic materials and advanced nodes used in 3D architectures. By merging Semilab’s inline contamination monitoring with the materials analysis tools, the company will prepare itself to provide end-to-end process control solutions, an essential aspect for chipmakers that accelerates critical manufacturing processes.

Focusing and supporting this acquisition is Onto’s main R&D strategy. The company arranged $35.3 million for research in Q2 2025, aiming at subsurface inspection, a next-generation metrology tool (dragonfly platform), and AI packaging. The dragonfly platform is built for quality resolution inspection of 3D and 2.5D packaging, and is reaching heights with the high demand, with shipments predicted to increase in H2 2025. This complements best with industry trends like TSMC’s CoWoS capacity expansion, which rapidly grew in 2025. The onto’s packaging applications center of excellence (PACE) polished its role as a best collaborator in heterogeneous integration, a major harnesser for AI-driven data centers.

Onto’s participation in the global TMT conference 2025 on 4th September 2025 spotlights its connection with the industry trends. The CEO, Michael Plisinski, ’s conversation at the event offered a robust platform to shape the company’s vision for mapping the AI and enhanced packaging. This involvement also targets the conference's focus on semiconductor innovation, proves onto’s readiness to align with peers and investors in redesigning the future of the industry.

The Onto’s financial game will also strengthen with this acquisition. By far, the company experienced $253.6 million in revenue in Q2 2025 and 5% multi-year increase, with gross margins at 48.2% and around 54.5% non-GAAP margins.