COMPANIES · CHIP EQUIPMENT

Onto Innovation

US maker of process-control equipment (inspection and metrology), lithography tools for advanced packaging, and related software used in chip factories.

EnablerChip equipment
What it does

US maker of process-control equipment (inspection and metrology), lithography tools for advanced packaging, and related software used in chip factories.

Why it matters

Onto said global AI investment is fueling a semiconductor equipment upcycle and reported a volume purchase agreement estimated at over $240 million with an unnamed leading high-bandwidth-memory maker; its tools check the dense packaging used for AI chips.

How it makes money

Sells inspection, metrology and packaging lithography systems, plus software and services, to chipmakers and packaging houses.

Geography

United States (Wilmington, Massachusetts)

AI stack position

Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.

Competitors

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Onto Innovation was recognized as a supplier by TSMC
SuppliesCurrent
TSMC listed Onto Innovation Inc. among the suppliers it recognized at its 2025 Supply Chain Management Forum, in the category "Excellent Production Support".

Source: 2025-11-28 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: A supplier award establishes that TSMC buys from the company; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.

TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗

Comparisons (1)

Onto Innovation competes in process control with KLA
Competes withComparison only
Onto's 2024 annual report names KLA Corporation as a competitor in thin-film and optical critical-dimension metrology and in advanced packaging inspection.

Source: 2025-02-25 · reviewed 2026-09-26

Evidence: Analytical comparison · Product/market overlap

Limits: Onto's own view of competitors in specific product areas; does not establish relative market share, technical superiority or head-to-head wins.

Onto Innovation Form 10-K for fiscal year ended December 28, 2024 ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .