canar.ai
Rankings/ONTO/Q4 2022 Analysis

Onto Innovation Inc.

ONTO
Q4 2022(ONTO Q3 FY2022)Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q3 FY2022 revenue was $254.3M. Revenue driven by memory and foundry customers at advanced nodes. Top 9-month customers: TSMC (15%), SK Hynix (14%), YMTC (11%), Samsung (10%). No AI-driven demand mentioned. China still represented 29% of 9-month revenue. AI revenue estimated at 0%.
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $254,253K for three months ended October 1, 2022
10-Q filed for period ending October 1, 2022
Systems and software $216,082 (85%), Parts $21,598 (8%), Services $16,573 (7%)
10-Q filed for period ending October 1, 2022, Note 15

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