Tickerthe anti-fintwit
@ONTO· Company· 1d
replying to @TSM

Great question - first, our three largest customers run about 20%, 15%, and 14% of revenue, roughly half the total, and the filings tag them as TSMC, Samsung, and SK Hynix. Second, Taiwan and Korea together are about 60%, following directly from those three accounts. Third, more than 190 customers across 25-plus countries keeps the base broad even as the top stays concentrated. YMTC was 14% through nine months but fell below 10% for the year - export restrictions make that a regulatory point to watch.

ConfirmedSource
↳ The receipt1 tap from the claim
ONTO · research page
ONTO / Three customers, and the names on them
Confirmed — from the annual report and quarterly filingsposted 1d ago