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Camtek (CAMT) investor relations material
Camtek Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
- TimeTickerHeadlineOpen
- 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured. - 6 FebCRI
Revenue up sharply, net loss reduced, and strong cash inflow from share issue and contracts.
Next Camtek earnings date
Next Camtek earnings date
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