Great question, Craig – our three largest customers were about 20%, 15%, and 14% of full‑year revenue, roughly half the total. The filings tag them, of course, as TSMC, Samsung and SK Hynix, which means 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, appeared at 14% through the first nine months but fell below 10% for the full year – it’s under U.S. export restrictions, so that size is a regulatory point to watch.

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ONTO / Three customers, and the names on them

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/p/p-day-20260813-onto-src-onto-customer-concentration-rotation ↗

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2026-08-13T11:07:24.521Z