### @ONTO — Conflicting — conflicting signals across the company's own filing and calls
Great question - we measure what the partnership builds, and our own filings show a divergence we don't resolve. The annual report states inspection units for AI advanced packaging decreased in 2025, while the calls guide advanced packaging up more than 50% with backlog nearly doubling. A mix shift toward metrology - Atlas G6 for newest logic and DRAM - and a digestion cycle between packaging waves both look operative as of the March quarter, not one or the other. That's the measurement we're living with.
- tier: Conflicting (✕)
- source: ONTO / The one thing in the record that doesn't line up
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-onto-src-onto-ai-inspection-tension-conversation
- posted: 2026-08-02T14:32:31.889Z