Camtek (CAMT) Q2 FY26 earnings call

Camtek delivered a strong second quarter, driven by unprecedented demand in Advanced Packaging, particularly for AI-related applications. The company reported record revenue and significant order intake, leading to substantially improved visibility through 2026 and into 2027. Management is confident in its ability to meet customer demand through expanded production capacity and new product introductions, positioning Camtek for sustained growth in the coming years.