Onto Innovation Inc. (ONTO) Presents at 28th Annual Needham Growth Conference Transcript

Core Insights - The presentation highlights the significant impact of AI on the industry, with NVIDIA projecting a 40% compound annual growth rate (CAGR) over the next few years, indicating strong demand growth [3]. Company Overview - The company is closely tied to the AI supply chain, with projections indicating that approximately 61% of its revenue in 2025 will be derived from this sector [3]. Market Context - The current market environment is characterized by expansions in factory capacities, which are expected to drive supply in response to the growing demand fueled by AI advancements [3].