Camtek: Why I'm Calling A Buy At Current Levels

Camtek (CAMT) is pivotal in semiconductor quality, providing inspection and metrology systems essential for advanced, high-precision chip manufacturing. Recent multi-million dollar orders from both tier-1 IDM and OSAT customers highlight CAMT's growing relevance in AI-driven advanced packaging markets. CAMT reported record 2025 revenue of $496.1M, maintained robust ~50% gross margins, and demonstrated strong cash generation and balance sheet flexibility.