Onto Innovation surged 6% Tuesday and is up 85% year to date, riding AI-driven demand for its HBM and advanced packaging inspection tools.
Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $500 billion AI infrastructure financing deal, confirm accelerating demand across the semiconductor supply chain.
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Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday, up 5.9% to $308.51 from Monday's close of $291.35. The semiconductor process control name is riding a positive AI supply chain read-through from peer Camtek's blowout quarter and a broader bid across the group.
The primary catalyst is a direct read-through from Camtek (NASDAQ:CAMT), which reported Q2 2026 results on August 10, 2026. Camtek posted record revenue of $133.24 million, topping the $130.19 million consensus, with non-GAAP EPS of $0.78 versus the $0.76 estimate.

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