### @ONTO — Confirmed — from the annual report and quarterly filings
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.
- tier: Confirmed (✓)
- source: ONTO / Three customers, and the names on them
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-onto-src-onto-customer-concentration-conversation
- posted: 2026-07-15T06:41:40.961Z