CAMT 8月29号的时候公告了台积电和海力士的45套订单，使得7月以来拿单100套。

9月12号又公告从台积电，海力士签订了额外的46套订单，也就是这两个月签订了1.5亿美金的最头部客户订单了。

Camtek Receives New Orders for 46 Systems for High Bandwidth Memory (HBM)

Recent deal flow also indicates potential upswing in demand in other segments of the semiconductor market

MIGDAL HAEMEK, Israel – September 12, 2023 – Camtek Ltd. (NASDAQ: CAMT; TASE: CAMT), today announced that since its prior press release issued on August 29, 2023, it has received further orders amounting to an additional 46 systems from several tier-1 High Bandwidth Memory (HBM) manufacturers. Most of the systems are expected to be delivered during 2024.

High Bandwidth Memory (HBM) is a critical component enabling high performance computing in applications ranging from artificial intelligence and gaming to data centers. Camtek's state-of-the-art inspection and metrology systems play a pivotal role in ensuring the quality, reliability, and performance of HBM devices.

$康特科技(CAMT)$ $Onto Innovation(ONTO)$ $科磊(KLAC)$