Camtek Ltd. announced a new $25 million order for its Hawk inspection platform from a leading tier‑1 integrated device manufacturer, bringing the cumulative value of Hawk orders from that customer to $45 million. The deal underscores the growing demand for Camtek’s flagship system in AI‑driven high‑bandwidth memory (HBM) and advanced packaging applications.
The Hawk platform, which began shipping in 2025, is engineered for high‑throughput, high‑precision inspection of advanced packaging technologies such as HBM, chiplets, and hybrid bonding. Its capabilities align with the accelerating adoption of AI and high‑performance computing workloads, positioning Camtek as a key enabler for next‑generation semiconductor manufacturing.
The order comes as Camtek prepares to report its Q4 2025 earnings on February 18, 2026. Analysts had projected earnings per share of $0.83 and revenue of approximately $127 million for the quarter. In the prior year‑end quarter, Camtek generated $126 million in revenue and $0.82 in EPS, indicating steady growth and margin stability.
CEO Rafi Amit highlighted that the new order “reflects strong confidence from a leading IDM in the Hawk’s capabilities and in our strategic role in enabling advanced AI applications.” He added that the company’s focus on AI and HPC markets is driving robust demand and that the Hawk’s performance will continue to support revenue growth in the coming years.
Investors have noted that while the order strengthens Camtek’s competitive moat, concerns remain about customer concentration and the company’s high valuation multiples. Analysts have pointed out that a narrow revenue miss in the previous quarter and cautious guidance can temper enthusiasm, even as the Hawk platform delivers a solid multi‑year revenue stream.
Overall, the $25 million order reinforces Camtek’s position in the high‑growth advanced packaging segment and provides a predictable, multi‑year revenue source that supports the company’s long‑term growth strategy.
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