Camtek is trading 5.8% up at $155.66 as investors react to robust AI-related order visibility and a broader rebound in semiconductor stocks.
- The company highlighted over $260 million in HBM-related orders for 2026–2027, reinforcing its position in the multi-year AI packaging growth cycle.
- Management expects a revenue surge of more than 25% in the second half of 2026, driven by sustained demand for advanced packaging solutions.
- The stock's performance comes as the wider semiconductor sector rallies nearly 3%, reflecting renewed investor confidence in chip-related equities.