Question 1

What percentage of Onto Innovation Inc.'s revenue comes from AI?

Accepted Answer

Onto Innovation Inc. derives approximately 11.01% of its revenue from AI-related products and services, representing $110.4M in annual AI revenue out of $1.0B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Onto Innovation Inc.'s AI Fair Value?

Accepted Answer

Onto Innovation Inc.'s AI Fair Value is $1.2B, ranking it #86 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Onto Innovation Inc.'s AI revenue changed recently?

Accepted Answer

Onto Innovation Inc.'s AI revenue percentage decreased from 13.0% to 12.0% (-1.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Onto Innovation Inc. compare to peers in Semicon Equip?

Accepted Answer

Onto Innovation Inc.'s AI revenue percentage of 11.01% is below the Semicon Equip layer average of 19.4%. Among 5 ranked peers, 5 peers have a higher AI revenue percentage.

Question 5

Where does Onto Innovation Inc. sit in the AI supply chain?

Accepted Answer

Onto Innovation Inc. operates in the Semiconductor Equipment layer (Layer 2 of 9) of the AI supply chain. Manufacturers of the machines used to fabricate chips — lithography, etching, deposition, and inspection systems.

Question 6

How reliable is Onto Innovation Inc.'s AI revenue estimate?

Accepted Answer

Onto Innovation Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Onto Innovation Inc.

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