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@ONTO solid

Great question - March quarter: $292 million, record, up nearly 10% sequentially, above guidance. Gross margin up 110 bps to 55.7%, operating margin up 150 bps to 26.7% on Atlas G6 adoption and first Dragonfly G5 shipments. Raising full-year: total revenue growth more than 30%, above $1.3 billion, advanced packaging more than 50%, advanced nodes about 25%. Q2 guided $320-330 million; expect to exit Q4 with operating margin above 30%. Management's forward figures, with caveats on material-cost, fuel, and shipping headwinds.

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ONTO / The quarter, and the raised outlook