SEC filings · customer concentration · ONTO

Onto Innovation's major customers

Taiwan Semiconductor Manufacturing accounted for 20% of Onto Innovation's revenue in FY 2026, about the same as 23% a year earlier.

3major customers now
49%of revenue from them
0listed suppliers depending on it
2014–2026years covered
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Major customers of Onto Innovation

Customers that Onto Innovation named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Taiwan Semiconductor ManufacturingTSM20%from 23%FY 2015: 19%FY 2016: 10%FY 2019: 13%FY 2020: 14%FY 2022: 15%FY 2023: 14%FY 2024: 23%FY 2026: 20%9 yearsFY 2026 · filed 24 Feb 2026
Samsung Electronics15%from 17%FY 2014: 27%FY 2015: 13%FY 2017: 10%FY 2018: 10%FY 2020: 15%FY 2022: 13%FY 2023: 19%FY 2024: 17%FY 2026: 15%10 yearsFY 2026 · filed 24 Feb 2026
Sk HynixSKHY14%from 12%FY 2014: 12%FY 2015: 11%FY 2016: 10%FY 2017: 10%FY 2018: 12%FY 2019: 13%FY 2022: 11%FY 2024: 12%FY 2026: 14%10 yearsFY 2026 · filed 24 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
IntelINTC10%last FY 2018FY 2014: 13%FY 2016: 10%FY 2017: 10%FY 2018: 10%4 yearsFY 2018 · filed 25 Feb 2019
Micron TechnologyMU10%last FY 2017FY 2014: 10%FY 2015: 16%FY 2016: 10%FY 2017: 10%4 yearsFY 2017 · filed 25 Feb 2019
Toshiba10%last FY 2018FY 2015: 10%FY 2017: 10%FY 2018: 10%3 yearsFY 2018 · filed 25 Feb 2019

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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