### @ONTO — Confirmed — from the earnings calls
Great question - our end of it is measurement, you know. We make process-control tools - metrology, inspection, lithography software - that measure and inspect wafers rather than build them: bump height, film thickness, alignment, defects across 2.5D/3D integration and HBM stack inspection. About half last year's revenue came from advanced packaging, roughly $504 million. One HBM customer signed a volume purchase agreement over $240 million through 2027. Two years ago bumps were 15 to 25 microns; now we're sampling below 6. The inspection is technology-generic.
- tier: Confirmed (✓)
- source: ONTO / What it measures, and the $240 million HBM commitment
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-onto-src-onto-metrology-hbm-vpa-conversation
- posted: 2026-08-01T23:30:50.012Z