Camtek Ltd. (NASDAQ: CAMT) announced on April 14, 2026 that it has signed a definitive agreement to acquire Visual Layer, a Tel Aviv‑based artificial‑intelligence company that specializes in visual analytics. The deal is expected to close in the next few weeks and is subject to customary closing conditions.
The acquisition is intended to deepen Camtek’s visual AI capabilities and accelerate the development of AI‑driven inspection and metrology solutions for the semiconductor industry. CEO Rafi Amit said, "AI has been a strategic priority for Camtek, and the acquisition of Visual Layer marks a significant step up in the depth and pace of our development. Visual Layer's technology and team are a natural extension of what we have been building at Camtek, and we are confident this acquisition will allow us to address the increasingly demanding requirements of today's market." Executive Chairman Lior Aviram added, "The direction of our industry is clear. AI‑driven inspection and metrology will increasingly define the competitive landscape in the coming years and Camtek is positioning itself to lead that transition. We expect to see tangible positive impact already in the near‑term in terms of improved product throughput and performance."
Camtek’s recent financial performance underscores the strategic fit of the acquisition. In Q1 2025 the company reported record revenues of $118.6 million, a 22% year‑over‑year increase, and full‑year 2025 revenue of $496.1 million, up 16% from the prior year. AI‑related revenue accounted for about 50% of sales in Q4 2025, reflecting the company’s focus on advanced packaging, high‑bandwidth memory (HBM), and chiplet technologies. Recent orders include a $31 million contract for Hawk inspection systems from a leading outsourced semiconductor assembly and test provider, and first‑quarter 2026 orders from OSATs exceeding $90 million, largely for AI‑enhanced packaging solutions. Camtek’s strong balance sheet—GF Score 92, Altman Z‑score 9.33, and $851.1 million in cash as of December 31 2025—provides a solid foundation for the integration.
Visual Layer, founded in 2022 by Danny Bickson and Carlos Guestrin, specializes in visual data management and analytics, curating visual data for AI model training. The company has raised $7 million in funding and has been collaborating with Camtek for over a year, integrating its technology at the R&D level. CEO Danny Bickson said, "Joining Camtek gives us the platform, the customer access, and the scale to make a real impact. Our ambition is to help grow Camtek's AI group into a leading center of excellence in the field, attracting top talent." The acquisition is expected to create a recurring AI software revenue stream and to enhance product throughput and performance across Camtek’s Hawk and Eagle G5 platforms.
The transaction aligns with Camtek’s broader strategy to strengthen its position as the reference tool for 3D metrology in high‑bandwidth memory and advanced packaging markets. By adding Visual Layer’s visual analytics expertise, Camtek can accelerate the deployment of AI‑driven inspection and metrology solutions, positioning itself to lead the industry’s shift toward AI‑enhanced manufacturing processes.
The deal does not disclose financial terms, and Camtek will provide additional details in its first‑quarter 2026 results, expected in May. The acquisition is expected to close in the next few weeks, subject to customary closing conditions.
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