Camtek : Investors presentation

Published: 2025-02-20 08:28:05 ET CAMT

Camtek

Investor Presentation

February 2025

CAMTEK AT A GLANCE (Nasdaq & TASE: CAMT)

Inspection and metrology systems for the semiconductor market

REVENUE

$501M

>3,000

660

Cash

Installed Base

Employees

As of 12/31/24 (1)

(ASP: ~$1M)

$429

$270 $321 $315

$93 $123 $134 $156

2017 2018 2019 2020 2021 2022 2023 2024

OPERATING INCOME

$130

$77 $92 $83

$10 $22 $25 $27

2017 2018 2019 2020 2021 2022 2023 2024

Secular trends support continued growth

Market leader in Metrology and Inspection for Advanced Packaging

Installed base of over 3000 tools

Over 300 Customers

Our Market & Competitive Landscape

Our systems provide inspection & metrology of 100% of the dice on the wafer, ensuring Known-Good-Die

Front-EndMid-EndBack-End

End of Line

Wafer Level Packages

Dicing

Assembly

Camtek's main market

Other players

Our main segments

Heterogenous Integration

BEOL Front-end

Compound Semi

Power

CMOS Image Sensors

Double-Digit Target Markets Growth

HPC and AIMobileAutomotive

Adaption of HBM & Chiplets

>12%

SiC 22% Thru 2030

Thru 2030 25-35%

~50% of our revenues

Advanced packaging

CMOS

Sources: Yole, TechInsights, Tech Search, Technavio and others

6 6

What we do?

Inspection

3D Metrology

Metrology

Eagle

Hawk

Eagle

MicroProf

Front side at Sub-micron defects

Micro-Bumps coplanarity,

RDL

Backside inspection

and height

CD/Overlay

Edge inspection

Up-to 500M bumps per

TSV

wafer

Topography

TTV, Warp/Bow, Layer

thickness

*FRT acquisition contribution

New Products Release

September 2024

February 2025

Eagle G5

Hawk

The Hawk will expand our TAM

5th generation of the Eagle platform 40% Faster TPT

25% Higher Detection Sensitivity

Clear Sight technology for multi RDL (FO) inspection and CIS

Designed for Cutting Edge Advanced Packaging: Chiplets, HBM and Hybrid Bonding

Detecting 150 nanometer defects size

Enabling inspection & metrology of 500M bumps at small pitch x2 higher TPT compared to Eagle G5

HPC Market & AI Impact

Majority of Camtek's business supports HPC-related hardware

AI adoption is driving exponential growth in HPC demand

Growing need for powerful, dedicated hardware for AI in:

Server farms (seeing double-digit growth YoY)

Edge computing (Automotive, Robotics, PCs, Mobile Devices)

Future AI penetration into edge devices presents a major opportunity

Camtek has a strong position in this market

CoWoS and similar technologies are key for High Performance Computing and AI

Source: Applied Materials, Inc.

Most of the wafers used for HPC

are measured and inspected on Camtek tools

Known-good-die is key

Disclaimer

Camtek Ltd. published this content on February 20, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on February 20, 2025 at 13:27:05.524.