Browsing Tag
Migdal HaEmek
2 posts
Camtek guides for 30%+ H2 growth as AI packaging orders top $600m, but CAMT reverses early earnings surge
Camtek posted record Q2 revenue of $133.2 million and now expects second-half revenue to grow more than 30%, driven by AI, HBM and advanced packaging. The stronger outlook points to at least roughly $586 million of 2026 revenue, but weaker year-on-year operating margins and CAMT’s sharp intraday reversal show investors are demanding more than accelerating sales.
Could Tower Semiconductor’s photonics roadmap make IQE harder to ignore?
Find out how IQE’s Tower Semiconductor deal could shape TSEM stock, AI data centre optics and silicon photonics supply today!