Camtek: An Enticing HBM Opportunity, But Better Off On The Watchlist For Now

2026-04-14 07:15:47 ET

Introduction

Camtek Ltd. ( CAMT ), an Israeli-based entity that produces high-end inspection and metrology systems for wafer manufacturers and OSAT (outsourced semiconductor assembly and test) players, has gotten off to a flier in 2026. We’re only three-and-a-half months into the new year, but CAMT, which has a client base of over 300 customers , has already seen its market-cap expand by almost two-thirds, when other tech-oriented businesses from Israel have barely eked out any gains; meanwhile, note that CAMT has also outperformed its semiconductor cohort by over 4x during the same period!...

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