Onto Innovation Inc.
ONTOQ2 2022(ONTO Q1 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$1.3B
AI Revenue (Q)
$0
Total Revenue (Q)
$250.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Onto Innovation operates as a single segment (metrology, inspection, lithography). In Q1 FY2022, revenue was $241.4M. No mention of AI or AI-driven demand in any filing covering this period. Revenue drivers were memory customers at advanced nodes and OSAT customers for specialty devices. The HBM/CoWoS advanced packaging ramp for AI had not yet begun. AI revenue estimated at 0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $241,350K for three months ended April 2, 2022 (derived: H1 $497,660K minus Q2 $256,310K)
10-Q filed for period ending July 2, 2022
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Inspection systemsOptical metrology systemsLithography systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix