Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
it makes equipment that inspects semiconductor products for defects.
So as these products get smaller and smaller, we're talking about atoms at this point, the need for checking for defects gets higher and higher.
It does become greater.
Onto has been able to
acquire other businesses.
And it's really kind of developed good technology for this.
We're talking 2D measuring.
We're talking 3D measuring.
So really great equipment.
As manufacturing for semiconductors is increasingly brought into the U.S., all of the major players are talking about this.
We're talking Micron, Intel, even SpaceX.
We're talking about the TeraFab.
These are coming into the U.S.
I think that that provides a growing market for onto innovations globally.
measuring products.
Revenue is near records, growing low double digits, operating margin close to 20%.
Balance sheet is debt-free.
I think it's a business poised for the long term.
From the top, we need to do a disclaimer here, okay?
These events are designed to impress.