Onto Innovation Raises Advanced Packaging Outlook to 80% on Dragonfly G5 Demand

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Onto Innovation has raised its full-year 2026 advanced packaging growth outlook to at least 80% from more than 50% previously, citing strong demand for its Dragonfly G5 inspection platform. The company generated $343.1 million of quarterly revenue, up 35.3% year over year, while its inspection business, dominated by Dragonfly systems, grew approximately 30% sequentially on demand from 2.5D logic and HBM applications. Onto launched Dragonfly G5 in March 2026 and disclosed in April that the platform had been qualified for 2.5D AI packaging applications, with demand strongest among HBM manufacturers and AI-focused OSATs, including more than $200 million in Dragonfly orders from a single OSAT, most slated for 2027. Management said demand for the Dragonfly platform is expected to grow more than 50% in 2026 from 2025 and expects further growth in 2027 with no signs of customer overcapacity. Competitors are also benefiting from the same AI-driven spending: KLA now expects 2026 wafer fabrication equipment spending in the low-$150 billion range, up from $135-$140 billion, and Applied Materials expects advanced packaging revenue to grow more than 70% in 2026, up from its prior outlook of more than 50%.

Impact on assets 3

Semiconductors▲ · 3 stocks
Onto Innovation Inc
ONTO
▲ PositiveDemandrelevance

Onto raised its 2026 advanced packaging growth outlook to at least 80% on strong Dragonfly G5 demand, including more than $200 million in orders from a single OSAT.

Applied Materials Inc
AMAT
▲ PositiveDemandrelevance

Applied Materials expects advanced packaging revenue to grow more than 70% in 2026, up from prior outlook of more than 50%, on the same AI-driven spending.

KLA Corporation
KLAC
▲ PositiveDemandrelevance

KLA now expects 2026 wafer fabrication equipment spending in the low-$150 billion range, up from $135-$140 billion, benefiting from the same AI-driven spending.

Theme Impact 6

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