Onto Innovation (ONTO) Q3 2025 Earnings Transcript

Looking at the markets broadly, recent headlines continue to reflect strong and sustained demand for AI and high-performance compute. NVIDIA projects that global AI infrastructure investments could reach $3 trillion to $4 trillion by the end of the decade, potentially reshaping the semiconductor supply chain. At the core of this evolution are new memory and logic transistors, and packaging architectures supporting chiplets for logic, 3D stacking for memory, and nascent co-package optics, all designed to inc ...