Nasdaq Semiconductor Equipment Stocks Surge 16% on AI HBM Orders

CAMTEK LIMITED (NASDAQ: CAMT) shares surged about 16.5% on June 2, trading around $190, as the company’s market capitalization climbed roughly $1.7 billion in a single day to about $8.7 billion. In Korean‐won terms, that equates to a market cap near ₩11 trillion, with a one‐day gain exceeding ₩2 trillion. Daily trading volume also spiked, topping 1.1 million shares—well above the norm.

Today, Camtek announced it has secured multi‐system orders exceeding $105 million from Tier 1 OSAT and HBM manufacturers for AI packaging inspection and metrology equipment, adding roughly ₩150 billion in new order momentum. Previously, the company reported record full‐year 2025 revenues of $496.1 million (about ₩670 billion) and has guided for double‐digit revenue growth in 2026.

Headquartered in Israel, Camtek specializes in semiconductor wafer inspection and metrology tools. Its technologies serve key AI-related processes—including HBM, advanced packaging and OSAT—for global IDM and foundry customers. Recently, Camtek strengthened its competitive position in AI semiconductor process equipment by acquiring Israeli visual-AI firm Visual Layer to advance its inspection algorithms.