CAMT · Camtek Ltd.

Camtek Ltd.’s announcement of a $31 million multi-system order from a leading OSAT, combined with total Q1 2026 OSAT orders exceeding $90 million, signals strong demand for its advanced inspection and metrology solutions targeted at high-growth AI advanced packaging use cases. The orders primarily support CoWoS-like packaging for AI applications, a fast-growing segment of the semiconductor equipment market where Camtek has established a unique position. Management noted the strong order flow underscores the growing centrality of OSATs in the AI advanced packaging market, and reinforces confidence in the company’s ongoing business momentum and expected strong performance in the second half of 2026. The ordered systems are scheduled for delivery within 2026, providing near-term revenue visibility for the company.