Camtek to Acquire Tel Aviv-Based Visual Layer

Camtek, headquartered in Migdal HaEmek, Israel, has signed a definitive agreement to acquire Visual Layer, a Tel Aviv-based company specializing in visual data management and analytics. Visual Layer has developed a proprietary AI platform that enables organizations to process, analyze, and extract actionable insights from large-scale visual datasets. Over the past year, Camtek has worked closely with Visual Layer, integrating its technology into its products and collaborating at both the product and R&D levels.

The company did not disclose financial details of the transaction but said additional information is expected to be provided alongside its first-quarter 2026 financial results, scheduled for release in May. Camtek CEO Rafi Amit described artificial intelligence as a strategic priority for the company. “The acquisition of Visual Layer represents a significant step forward. Its technology and team are a natural extension of what we have built at Camtek. After working together for more than a year, we have seen this fit in practice,” he said.

Chairman Lior Aviram added that AI-driven inspection and metrology are expected to shape the competitive landscape in the coming years. According to Aviram, the deal opens the door to a new revenue stream based on AI-powered analytics software—an area that is not currently part of Camtek’s core business, which focuses on inspection and measurement systems for semiconductor manufacturing processes.

Visual Layer was founded in 2022 by CEO Danny Bickson, CTO Amir Alush, and Prof. Carlos Guestrin, Chief Strategy Officer, from Stanford University. The company set out to develop a platform capable of generating insights from large volumes of unstructured image data. In 2023, Visual Layer raised $7.5 million in a funding round led by Insight Partners and Madrona, and in 2024 launched its commercial platform on AWS.

Bickson and Alush said that their collaboration with Camtek over the past year demonstrated how AI technologies can significantly enhance capabilities in production environments. “Our goal is to help turn Camtek’s AI group into a leading center of excellence,” they said.

Three Israeli Companies Named Among Intel’s Top Global Suppliers for 2026

Intel has announced the recipients of its 2026 EPIC Supplier Award, the company’s highest recognition for business partners. Selected from thousands of suppliers worldwide, only a small group of companies demonstrating exceptional performance across key metrics — Excellence, Partnership, Inclusion and Continuous Improvement — make the final list. This year, three Israeli firms — Camtek, Nova and U.P.Pro — secured their place among the global elite.

The EPIC award is considered a key indicator of which companies play a critical role behind Intel’s advanced manufacturing operations. Winners span a broad range of capabilities, from semiconductor equipment and inspection systems to materials, cleaning solutions and operational services. Alongside the Israeli companies, the list includes global players across the semiconductor value chain, reflecting the complexity and scale of Intel’s supply ecosystem.

Within this ecosystem, the three Israeli companies represent distinct yet complementary layers. Camtek provides inspection and metrology systems used directly on semiconductor production lines, scanning wafers to detect defects and improve yield. Nova, a global leader in metrology, delivers advanced measurement solutions that enable precise control over manufacturing processes — from material composition to structural layers. Intel has maintained a long-standing relationship with Nova, including early-stage collaboration and investment.

U.P.Pro operates in a different domain: supply chain optimization. The company provides tools and systems for managing suppliers, inventory flows and complex operational processes, helping Intel maintain continuity across highly sensitive manufacturing environments.

Together, the three companies illustrate the depth of Israel’s integration into the core of Intel’s operations — not merely as component suppliers, but as strategic partners embedded in the most critical stages of semiconductor manufacturing in the AI era.

Camtek Surges Past $500M: Israel’s Metrology Powerhouse Rides the AI Chip Wave

Camtek, headquartered in Migdal HaEmek, Israel, today (Tuesday) reported its financial results for the second quarter of 2025, setting new records in revenue, profit, and forward guidance. Revenue reached $123.3 million – up nearly 20% from $102.6 million in the same quarter last year – marking the strongest quarter in the company’s history.

GAAP net income stood at $33.7 million, a 21% year-over-year increase, while non-GAAP profit totaled $38.8 million. The company’s cash balance reached $543.9 million.

Company management expressed satisfaction with the results, attributing the growth to rising demand for advanced inspection systems, particularly for advanced packaging used in AI chips. CEO Rafi Amit stated that Camtek is on track to exceed $500 million in annual revenue for the first time this year. The company expects Q3 revenue of approximately $125 million, implying annual growth of at least 20%.

Strategic Focus and Market Timing

Over the past decade, Camtek has undergone a dramatic transformation – evolving from a niche player to a global leader in metrology and advanced chip packaging inspection. In 2020, the company’s annual revenue stood at just $130 million. By 2024, it had already surpassed $420 million, and this year – if projections hold – it will break the $500 million threshold. That’s nearly 4x growth in just five years. Over the same period, Camtek’s stock surged more than 470%, reaching a market cap of $4 billion.

This growth was driven not only by macro trends in the semiconductor industry but also by Camtek’s strategic and technological focus. The company was early to identify the global shift toward advanced packaging, 3D multi-layer architectures, and HBM memory – the fastest-growing segments in the chip industry, powering the surge in AI and high-performance computing.

Camtek’s targeted strategy led to the development of dedicated inspection systems – including the Eagle and Hawk product lines – which have been widely adopted by leading semiconductor manufacturers. By aligning itself with the right market segment, Camtek has achieved a growth trajectory that outpaces most of its competitors. At the same time, it maintained a disciplined yet consistent approach to R&D investment and relationship-building with key customers.

The combination of competitive technology, a booming market, and focused leadership has positioned Camtek as a significant global player in a space long dominated by Asian and U.S. giants – and set the stage for continued expansion in the years to come.

Camtek Received $70 Million Orders for its New Products

Above: Camtek’s newly announced Eagle G5 inspection system

Camtek announced that it has received over $50 million in initial orders from several customers for its new Hawk product, with additional orders in the pipeline. These orders will be delivered throughout 2025. The Hawk, based on a new platform, addresses high-end Advanced Packaging technologies including capabilities for inspection and 3D measurements of wafers with 500 million micro bumps and Hybrid Bonding technology.

The Hawk will be officially launched in February 2025 at Semicon Korea. It addresses very demanding applications, including High Bandwidth Memory (HBM), Chiplet and Hybrid Bonding. At the same time, Camtek has also received initial Orders totaling $20 Million for its other newly launched product – the Eagle G5. The orders will be used primarily for 2D inspection of Advanced Packaging Fan-out applications.

Rafi Amit, Camtek’s CEO, said that Eagle G5,  “is the first of several breakthrough systems we plan to introduce in the coming months.” Eagle G5 is an for automated optical Inspection and Metrology system of semiconductor wafers, targeted for use for in the production lines of advanced packaging devices in applications such as HPC (high-performance computing), CIS (CMOS image sensors), SiC (Silicon Carbide), and others.

During the third quarter of 2024, Camtek has achieved record revenues of $112.3 million, a 40% year-over-year (YoY) increase. The company expexts $115 million sales in Q4, which would represent a 30% increase over revenues in Q4 2023. ” Given our guidance, 2024 is expected to be a record year for Camtek with revenue around $427 million, which would represent 35% growth YoY.”

Camtek Announced Record Results

CAMTEK

The manufacturer of metrology and inspection equipment for the semiconductor industry, Camtel from Migdal Haemeq, Israel, announced record results for the quarter ended June 30, 2018. Revenues for the second quarter of 2018 were $30.5 million. This compares to second quarter 2017 revenues of $22.7 million, a growth of 34% year-over-year and ahead of the upper end of the guidance range.

Toal revenues for the first half of 2018 are up over 30% from 2017. The third quarter 2018 revenues are expected to grow to $31-32 million, representing a year-over-year increase of approximately 30% for the the first nine months of 2018. Rafi Amit Camtek’s CEO commented, “2018 continues to be a very strong year, due to our focus on the fastest growing segments of the semiconductors market, particularly advanced packaging.

Furthermore, we are successfully leveraging our strong market position in metrology to grow and capture market share in 2D inspection applications as well. Our backlog at record levels and our improved visibility into the end of the year, give us confidence that we will continue revenue growth and associated improvement in margins and profit in the fourth quarter of 2018.”