Description
Onto Innovation: How Is Dragonfly G5 Becoming a Game-Changer in Advanced Packaging?
Onto Innovation reported a strong start to 2026 with first-quarter revenue of $292 million, surpassing original guidance and reflecting approximately 10% sequential growth. The company attributes this momentum largely to rising demand driven by artificial intelligence compute needs spanning both front-end advanced nodes and advanced packaging technologies. Management anticipates continued robust growth with second-quarter revenue guidance between $320 million and $330 million, representing about 28% year-over-year growth, and expects full-year revenue to exceed $1.3 billion, implying more than 30% revenue growth for 2026. The company’s advanced packaging segment demonstrated notable strength, driven by several factors including the qualification adoption of the Dragonfly G5 inspection system at key 2.5D logic customers alongside solid demand in 2D and 3D metrology for high-bandwidth memory.
