{"ticker": {"uuid": "32159c1e-937a-49c4-a623-b462de9c5139", "symbol": "CAMT", "name": "Camtek Ltd.", "exchange": "TLV", "country": "IL", "sector": "Technology", "industry": "Semiconductor Equipment & Materials"}, "articles": [{"title": "Camtek Ltd (CAMT) (Q2 2026) Earnings Call Highlights: Record Revenue and $600M Order Intake ...", "summary": "This article first appeared on GuruFocus. Release Date: August 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 2026 revenue of $133 million, exceeding guidance, with 75% from advanced packaging driven by AI applications. Exceptional order intake of over $600 million year-to-date, with 80% from advanced packaging, providing strong visibility into 2027. Expectation of 45% growth in advanced packaging revenue in H2 2026 vs H1, with Q4 advanced packaging revenue projected to be 70% higher than Q1. New product p", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-ltd-camt-q2-2026-010622241.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T01:06:22+00:00", "published_display": "12 Aug 2026 01:06", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.298, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Balance Sheet", "Earnings", "Photonics", "Revenue Growth"]}, {"title": "How Record AI Packaging Revenue And Mixed Q2 Results At Camtek (CAMT) Have Changed Its Investment Story", "summary": "Camtek Ltd. reported past second-quarter 2026 results with record revenue of US$133.24 million, up from US$123.32 million a year earlier, while net income fell to US$23.31 million and diluted EPS from continuing operations declined to US$0.46. Management pointed to strong AI-related advanced packaging demand, substantial order momentum, and the completed Visual Layer acquisition as key drivers supporting its growth ambitions and margin targets. We'll now examine how record advanced packaging revenue driven by AI demand could reshape Camtek's existing investment narrative and risk profile. The ", "url": "https://finance.yahoo.com/markets/stocks/articles/record-ai-packaging-revenue-mixed-191347440.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:13:47+00:00", "published_display": "11 Aug 2026 19:13", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.327, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Earnings", "Guidance", "Net Income", "Revenue Growth"]}, {"title": "Onto Innovation Jumps 6% Tuesday Following Camtek Earnings and NVIDIA\u2019s $500 Billion Partnership", "summary": "Quick Read Onto Innovation surged 6% Tuesday and is up 85% year to date, riding AI-driven demand for its HBM and advanced packaging inspection tools. Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $500 billion AI infrastructure financing deal, confirm accelerating demand across the semiconductor supply chain. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday", "url": "https://finance.yahoo.com/markets/stocks/articles/onto-innovation-jumps-6-tuesday-164852376.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:48:52+00:00", "published_display": "11 Aug 2026 16:48", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Earnings", "Earnings Report", "Price Target", "Price Target"]}, {"title": "Camtek Faces Tough 2026 Comparisons After Strong 2024-25 Growth, Morgan Stanley Says", "summary": "Camtek (CAMT) faces tough 2026 comparisons following strong performance in the past two years, Morga PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-faces-tough-2026-comparisons-145848978.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:58:48+00:00", "published_display": "11 Aug 2026 14:58", "sentiment": "positive", "sentiment_pct": 79, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": []}, {"title": "Camtek (CAMT) Posted Record Revenue, Is The Stock Still Cheap?", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Why Camtek's latest earnings matter for investors Camtek (NasdaqGM:CAMT) just reported second quarter 2026 results that combined record revenue of US$133.24 million with lower net income of US$23.31 million. Earnings per share from continuing operations also came in below the prior year period. See our latest analysis for Camtek. Camtek shares have pulled back over the past three months, with a 90 day share price return show", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-camt-posted-record-revenue-141341095.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:13:41+00:00", "published_display": "11 Aug 2026 14:13", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.297, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Balance Sheet", "Earnings", "Earnings Per Share", "Net Income"]}, {"title": "Stock Market News for Aug 11, 2026", "summary": "Wall Street closed lower on Monday as higher oil prices fueled concerns over inflation and interest rates. Moreover, earnings results were encouraging. The Nasdaq Composite, the S&P 500 and the Dow ended in negative territory. How Did the Benchmarks Perform? The Dow Jones Industrial Average (DJI) fell 0.1%, or 60.95 points, to close at 53,975.98. Fifteen components of the 30-stock index ended in negative territory, and 15 ended in the positive. The tech-heavy Nasdaq Composite declined 0.3%, to close at 26,605.36. The S&P 500 lost 0.1% to end at 7,753.11. Out of the 11 sectors of the broad-mark", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-news-aug-11-095100311.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:51:00+00:00", "published_display": "11 Aug 2026 09:51", "sentiment": "positive", "sentiment_pct": 65, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.199, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Results", "Energy", "Inflation", "Interest Rates"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "CAMTEK ANNOUNCES RESULTS FOR THE SECOND QUARTER OF 2026", "summary": "Q2 record revenues of $133.2 million; Expects more than 30% growth in H2-26 vs. H1-26 and further growth into 2027 MIGDAL HAEMEK, Israel, Aug. 10, 2026 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced its financial results for the second quarter ended June 30, 2026.Camtek Logo 2026 Second Quarter Financial Highlights Record revenues of $133.2 million, a 8% YoY increase; GAAP gross margin of 50.1% and non-GAAP gross margin of 51.4%; GAAP operating income of $27.2 million and non-GAAP operating income of $36.0 million, representing operating margins of 20.4% and 25.9%, re", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-announces-results-second-quarter-111000867.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:10:00+00:00", "published_display": "10 Aug 2026 11:10", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.216, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Financial Results", "M A", "Net Income", "Operating Income"]}, {"title": "Here are the major earnings before the open Monday", "summary": "Major earnings expected before the bell on Monday include: * Barrick Mining Corporation (B [https://seekingalpha.com/symbol/B]) * Medical Properties Trust (MPT [https://seekingalpha.com/symbol/MPT]) * Seadrill Limited (SDRL [https://seekingalpha.com/symbol/SDRL]) * monday.com Ltd. (MNDY [https://seekingalpha.com/symbol/MNDY]) * Village Farms International (VFF [https://seekingalpha.com/symbol/VFF]) Other earnings slated for release before Monday's open include: * ACH [https://seekingalpha.com/symbol/ACH], AIOT [https://seekingalpha.com/symbol/AIOT], AXSM [https://seekingalpha.com/symbol/AXSM],", "url": "https://seekingalpha.com/news/4629673-here-are-the-major-earnings-before-the-open-monday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T22:00:38+00:00", "published_display": "09 Aug 2026 22:00", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}], "by_tier": {"direct": [{"title": "Camtek Ltd (CAMT) (Q2 2026) Earnings Call Highlights: Record Revenue and $600M Order Intake ...", "summary": "This article first appeared on GuruFocus. Release Date: August 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 2026 revenue of $133 million, exceeding guidance, with 75% from advanced packaging driven by AI applications. Exceptional order intake of over $600 million year-to-date, with 80% from advanced packaging, providing strong visibility into 2027. Expectation of 45% growth in advanced packaging revenue in H2 2026 vs H1, with Q4 advanced packaging revenue projected to be 70% higher than Q1. New product p", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-ltd-camt-q2-2026-010622241.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T01:06:22+00:00", "published_display": "12 Aug 2026 01:06", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.298, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Balance Sheet", "Earnings", "Photonics", "Revenue Growth"]}, {"title": "How Record AI Packaging Revenue And Mixed Q2 Results At Camtek (CAMT) Have Changed Its Investment Story", "summary": "Camtek Ltd. reported past second-quarter 2026 results with record revenue of US$133.24 million, up from US$123.32 million a year earlier, while net income fell to US$23.31 million and diluted EPS from continuing operations declined to US$0.46. Management pointed to strong AI-related advanced packaging demand, substantial order momentum, and the completed Visual Layer acquisition as key drivers supporting its growth ambitions and margin targets. We'll now examine how record advanced packaging revenue driven by AI demand could reshape Camtek's existing investment narrative and risk profile. The ", "url": "https://finance.yahoo.com/markets/stocks/articles/record-ai-packaging-revenue-mixed-191347440.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:13:47+00:00", "published_display": "11 Aug 2026 19:13", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.327, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Earnings", "Guidance", "Net Income", "Revenue Growth"]}, {"title": "Onto Innovation Jumps 6% Tuesday Following Camtek Earnings and NVIDIA\u2019s $500 Billion Partnership", "summary": "Quick Read Onto Innovation surged 6% Tuesday and is up 85% year to date, riding AI-driven demand for its HBM and advanced packaging inspection tools. Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $500 billion AI infrastructure financing deal, confirm accelerating demand across the semiconductor supply chain. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday", "url": "https://finance.yahoo.com/markets/stocks/articles/onto-innovation-jumps-6-tuesday-164852376.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:48:52+00:00", "published_display": "11 Aug 2026 16:48", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Earnings", "Earnings Report", "Price Target", "Price Target"]}, {"title": "Camtek Faces Tough 2026 Comparisons After Strong 2024-25 Growth, Morgan Stanley Says", "summary": "Camtek (CAMT) faces tough 2026 comparisons following strong performance in the past two years, Morga PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-faces-tough-2026-comparisons-145848978.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:58:48+00:00", "published_display": "11 Aug 2026 14:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 79, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": []}, {"title": "Camtek (CAMT) Posted Record Revenue, Is The Stock Still Cheap?", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Why Camtek's latest earnings matter for investors Camtek (NasdaqGM:CAMT) just reported second quarter 2026 results that combined record revenue of US$133.24 million with lower net income of US$23.31 million. Earnings per share from continuing operations also came in below the prior year period. See our latest analysis for Camtek. Camtek shares have pulled back over the past three months, with a 90 day share price return show", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-camt-posted-record-revenue-141341095.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:13:41+00:00", "published_display": "11 Aug 2026 14:13", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.297, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Balance Sheet", "Earnings", "Earnings Per Share", "Net Income"]}, {"title": "Stock Market News for Aug 11, 2026", "summary": "Wall Street closed lower on Monday as higher oil prices fueled concerns over inflation and interest rates. Moreover, earnings results were encouraging. The Nasdaq Composite, the S&P 500 and the Dow ended in negative territory. How Did the Benchmarks Perform? The Dow Jones Industrial Average (DJI) fell 0.1%, or 60.95 points, to close at 53,975.98. Fifteen components of the 30-stock index ended in negative territory, and 15 ended in the positive. The tech-heavy Nasdaq Composite declined 0.3%, to close at 26,605.36. The S&P 500 lost 0.1% to end at 7,753.11. Out of the 11 sectors of the broad-mark", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-news-aug-11-095100311.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:51:00+00:00", "published_display": "11 Aug 2026 09:51", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 65, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.199, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Results", "Energy", "Inflation", "Interest Rates"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "CAMTEK ANNOUNCES RESULTS FOR THE SECOND QUARTER OF 2026", "summary": "Q2 record revenues of $133.2 million; Expects more than 30% growth in H2-26 vs. H1-26 and further growth into 2027 MIGDAL HAEMEK, Israel, Aug. 10, 2026 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced its financial results for the second quarter ended June 30, 2026.Camtek Logo 2026 Second Quarter Financial Highlights Record revenues of $133.2 million, a 8% YoY increase; GAAP gross margin of 50.1% and non-GAAP gross margin of 51.4%; GAAP operating income of $27.2 million and non-GAAP operating income of $36.0 million, representing operating margins of 20.4% and 25.9%, re", "url": "https://finance.yahoo.com/markets/stocks/articles/camtek-announces-results-second-quarter-111000867.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:10:00+00:00", "published_display": "10 Aug 2026 11:10", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.216, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Financial Results", "M A", "Net Income", "Operating Income"]}, {"title": "Here are the major earnings before the open Monday", "summary": "Major earnings expected before the bell on Monday include: * Barrick Mining Corporation (B [https://seekingalpha.com/symbol/B]) * Medical Properties Trust (MPT [https://seekingalpha.com/symbol/MPT]) * Seadrill Limited (SDRL [https://seekingalpha.com/symbol/SDRL]) * monday.com Ltd. (MNDY [https://seekingalpha.com/symbol/MNDY]) * Village Farms International (VFF [https://seekingalpha.com/symbol/VFF]) Other earnings slated for release before Monday's open include: * ACH [https://seekingalpha.com/symbol/ACH], AIOT [https://seekingalpha.com/symbol/AIOT], AXSM [https://seekingalpha.com/symbol/AXSM],", "url": "https://seekingalpha.com/news/4629673-here-are-the-major-earnings-before-the-open-monday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T22:00:38+00:00", "published_display": "09 Aug 2026 22:00", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}], "industry": [], "sector": []}, "total_fetched": 9, "total_unique": 9, "total_relevant": 9, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 9}, "raw_articles": 9, "unique_stories": 9, "duplicates_removed": 0, "relevant_stories": 9, "current_evidence": 9, "direct_evidence": 9, "eodhd_articles": 9, "eodhd": {"configured": true, "status": "healthy", "calls_used": 350, "call_budget": 500, "budget_used_pct": 70.0, "requests_made": 70, "last_success_at": "2026-08-13T13:15:18.358444+00:00", "newest_seen_at": "2026-08-13T13:11:03+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 2540, "unmapped_mentions": 1958}, "status": "healthy"}, "sentiment_summary": {"positive": 8, "negative": 0, "neutral": 1, "score": 71, "raw_score": 79, "total": 9, "evidence_count": 9, "effective_articles": 8.24, "direct_story_count": 9, "industry_story_count": 0, "sector_story_count": 0, "story_count": 9, "source_count": 2, "source_concentration": 0.9279, "direct_share": 100, "dispersion": 12, "confidence": 79, 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Release Date: August 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 2026 revenue of $133 million, exceeding guidance, with 75% from advanced packaging driven by AI applications. Exceptional order intake of over $600 million year-to-date, with 80% from advanced packaging, providing strong visibility into 2027. Expectation of 45% growth in advanced packaging revenue in H2 2026 vs H1, with Q4 advanced packaging revenue projected to be 70% higher than Q1. 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