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← @unclestocknotes

$ONTO

BULLISH2026-10-06
Price around the call
↑ 2026-10-06
By horizonMaturing · ~9 trading days to go
1d
✗ -3.4%
5d
✗ -19.7%
21d
…
Original post
Unclestocknotes · 2026-10-06

Onto Innovation $ONTO 2026 年第二季財報分析 一顆 AI 封裝動輒上萬美元,任何一層出錯,整顆就報廢。所以晶圓廠和封裝廠在每一道工序後面,都得花錢「量一量、看一看」。Onto Innovation 賺的,就是這筆為了良率不得不花的錢。 這一季它交出的成績單很漂亮:營收 3.43 億美元,年增 35%;營收、毛利率、營業利益率、EPS 四項全部超越指引上緣。 積壓訂單超過 11 億美元,兩季前大約只有 5 億,其中三到四成已經排到 2027 年交貨。 單一封測夥伴就下了超過 2 億美元的 Dragonfly 訂單。設備公司很少有這種能見度。 #ONTO https://t.co/htLXzUOMOA

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