Camtek (CAMT) Q1 FY26 earnings call

Camtek reported Q1 FY26 results slightly above guidance, driven by strong demand for AI-related and advanced packaging products. The company experienced unprecedented order intake, particularly from HBM manufacturers, reinforcing a confident outlook for significant revenue growth in the second half of 2026 and into 2027. Strategic investments in AI technology, including the acquisition of Visual Layer, are expected to expand market share and total addressable market, positioning Camtek for sustained growth.