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Edge12 Dec 2025
Running on Clouds: The Story of On
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Camtek
Camtek (CAMT) investor relations material
Camtek Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary13 Nov, 2025
Business overview and market position
Specializes in inspection and metrology systems for the semiconductor market, with over 3,000 tools installed and more than 300 customers, 70% of which are Tier 1 accounts.
Market leader in advanced packaging, serving major semiconductor manufacturers and OSATs.
Main market segments include heterogeneous integration, BEOL front-end, compound semiconductors, power, RF, and CMOS image sensors.
Systems ensure 100% die inspection on wafers, supporting known-good-die requirements.
Product innovation and technology
Offers Eagle and Hawk platforms for sub-micron frontside, backside, and edge inspection, as well as advanced 3D metrology.
Released Eagle G5 in September 2024 and Hawk in February 2025, with Hawk doubling throughput and enhancing defect detection to 150nm.
Technology supports inspection and metrology for up to 500 million bumps per wafer, targeting advanced packaging like chiplets, HBM, and hybrid bonding.
FRT acquisition contributed to expanded metrology capabilities.
Market trends and growth drivers
Double-digit growth expected in target markets, especially HPC, AI, HBM, chiplets, automotive, and SiC through 2030.
Majority of business supports HPC-related hardware, with AI adoption driving exponential demand in server farms and edge computing.
CoWoS and similar advanced packaging technologies are key for HPC and AI, with most wafers in this segment inspected using their tools.
Projected 51% CAGR for CoWoS and similar packages from 2025-2029.
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Next Camtek earnings date
Q4 202512 Feb, 2026
Camtek
Next Camtek earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Camtek Ltd. is a company that specializes in the development, manufacture, and sale of inspection and metrology equipment for various segments of the semiconductor industry. Their products cater to advanced interconnect packaging, memory, complementary metal oxide semiconductor (CMOS) image sensors, micro-electro mechanical systems (MEMS), radio frequency (RF), and other sectors within the semiconductor field. Camtek's solutions are designed to support the production process of semiconductor devices, ensuring quality and precision. The company's offerings include a range of equipment and software solutions that serve to inspect and measure semiconductor wafers throughout their production lifecycle. Camtek Ltd. is headquartered in Migdal HaEmek, Israel, and its shares are listed on the NASDAQ.
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