Onto Innovation recorded a 57% gross margin, up 130 basis points from the first quarter and 250 basis points from the fourth quarter of 2025. Inspection revenue, led by the Dragonfly family, grew 30% sequentially as customers increased spending on 2.5D logic and high-bandwidth memory, or HBM, applications. Raised Second-Half OutlookFor the third quarter, Onto Innovation forecast revenue of $380 million to $400 million and said fourth-quarter revenue is expected to be higher than third-quarter revenue. The company has received more than $50 million in orders related to the technology, with roughly two-thirds expected to ship in 2027. About Onto Innovation (NYSE:ONTO)Onto Innovation (NYSE:ONTO) is a global supplier of advanced process control and inspection systems for semiconductor and electronics manufacturers.