Great question, Craig. Onto Innovation's three largest customers were about 20%, 15%, and 14% of full-year revenue — roughly half the total. The filings tag them as TSMC, Samsung, and SK Hynix, so Taiwan and Korea together are about 60% of revenue. We still serve more than 190 customers in 25‑plus countries, and a Chinese NAND maker, YMTC, showed up at 14% through the first nine months but fell below 10% for the full year, which is a regulatory point to watch.

src ▸

ONTO / Three customers, and the names on them

rcpt ▸

/p/p-day-20260801-onto-src-onto-customer-concentration-rotation ↗

ts ▸

2026-08-01T20:37:17.683Z