# AI Chip Supplier Camtek Gains Momentum

> Camtek's AI chip inspection tech could outpace Nvidia in AI growth.
- Title: AI Chip Supplier Camtek Gains Momentum · Yahoo Finance
- Summary: Camtek's AI chip inspection tech could outpace Nvidia in AI growth. Camtek, a semiconductor inspection company with 60% market share in advanced packaging…
- Keywords: camtek, semiconductor, nvda, micron, broadcom, tsm, hbm4, advanced packaging, ai chips, semiconductor stock, stock market, Chip
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/overlooked-semiconductor-stock-poised-lead-153500894.html
- Published: 2026-09-17T15:35:00+00:00
- Read time: 1 min
- Topics: camtek, ai, semiconductor, nvda, micron, broadcom, tsm, hbm4, advanced packaging, ai chips, semiconductor stock, stock market
## AI Computing Reshapes Markets
Artificial intelligence computing has transformed the stock market, with dominant players like Nvidia, Micron Technology, Broadcom, and Taiwan Semiconductor Manufacturing driving the bull market.
## Camtek's Niche Role
Camtek makes systems to inspect and measure semiconductor chips throughout production, ensuring all parts function properly.
## Market Dominance in AI
Camtek holds 60% market share in advanced packaging inspection, with 80% of recent orders for this specialized service.
## Q2 Revenue Surge
Camtek's Q2 revenue rose 8% year over year to a record $133 million, with third-quarter revenue expected to grow 20% sequentially.
## CEO's Growth Outlook
CEO Rafi Amit says Camtek's advanced packaging business will grow 45% in the second half of 2026 compared to the first half.
## Industry Expansion
The advanced packaging inspection industry is projected to grow at 11% annually to $6.2 billion by 2027, driven by memory chip manufacturers.
## Stock Performance
Camtek stock has risen 25% year to date and 52% over the past 12 months but dropped 35% from its May peak due to high valuation.
## Investor Outlook
Analysts target $190 per share for Camtek, suggesting 42% upside, with a trailing P/E of 184 and forward P/E of 27.
## Key takeaway

Camtek, a semiconductor inspection company with 60% market share in advanced packaging, is poised for 25% revenue growth in 2026 as AI demand surges.