Camtek Ltd (CAMT) Q4 2025 Earnings Call Transcript
Camtek reported record Q4 2024 revenue of $117.3 million, a 32% year‑over‑year increase, and full‑year revenue of $429 million, up 36%. Operating income rose 42% in the quarter to $36.3 million and 56% for the year, pushing operating margin to 30.9%. The company highlighted high‑performance computing (HPC) as a core growth engine, now contributing roughly half of sales, and announced strong demand for its new Eagle G5 and Hawk inspection platforms. Guidance for Q1 2025 projects $118‑120 million in revenue, about a 25% rise versus last year.
Twelve-Inch Electrically Anisotropic Boridene for Optoelectronic Computing
Researchers have demonstrated a 12‑inch wafer‑scale synthesis of electrically anisotropic boridene, a two‑dimensional Mo4/3B2‑x material with ordered metal vacancies. The study reports carrier mobilities exceeding 2,000 cm² V⁻¹ s⁻¹ along the high‑conductivity axis and a five‑fold anisotropy ratio, enabling directional charge transport for...
Simera Sense to Offer Larger Cameras and Enhanced Autonomy
Simera Sense, a Belgian Earth‑observation camera maker, is moving beyond its cubesat‑focused xScape100 and xScape200 lines to develop higher‑resolution optical payloads for larger satellites. The new standardized payloads aim to deliver sub‑one‑metre ground‑sample distance imagery, with first deliveries slated for...
Cadence Beats Quarterly Profit and Revenue Estimates on Strong AI-Linked Demand
Cadence Design Systems reported a fourth‑quarter revenue of $1.44 billion, up 6.2% year‑over‑year, and adjusted earnings of $1.99 per share, both beating analyst forecasts. Strong demand for AI‑linked processors drove higher sales of its chip‑design software, while a record $7.8 billion contract...
Meta Commits Billions to Nvidia Chips
Meta announced a multi‑year commitment to purchase millions of Nvidia chips, including Grace CPUs, Blackwell GPUs and future Vera Rubin systems, for its expanding U.S. data‑center portfolio. The deal makes Meta the first major tech company to buy Nvidia’s standalone...
ChipAgents Completes $50M Series A1 Round
ChipAgents announced the close of an oversubscribed $50 million Series A1 round, raising its total capital to $74 million. The round was led by Matter Venture Partners, a TSMC‑backed HardTech VC, with participation from Bessemer Venture Partners, Micron, MediaTek and Ericsson. ChipAgents’ Agentic...
Apple Is Secretly Working On Smart Glasses, AI Pendant, And AI AirPods, Report Says
Apple is reportedly developing three AI‑focused wearables—a pair of smart glasses, a pendant‑style device, and AI‑enabled AirPods—centered around Siri and linked to the iPhone. Bloomberg’s Mark Gurman says production could begin this year, with a possible market launch as early...
AI Eats The World, And Most Of Its Flash Storage
The AI boom has turned flash storage into a bottleneck, with demand far outpacing the limited capacity of fabs operated by Samsung, Kioxia, Micron, Solidigm and others. Prices for flash drives have jumped 50‑70% since 2023 as hyperscalers and AI...
The Front Door Takes Center Stage at CES
CES 2026 placed the front door at the center of the smart‑home conversation, unveiling a wave of new lock technologies that blend biometrics, power‑generation and protocol upgrades. The Z‑Wave Alliance introduced the User Credential Command Class, enabling fingerprint‑based unlocking and...
Anzu Discontinues Raptor Drone Series Amid Supply Chain Crisis
Anzu Robotics announced the discontinuation of its Raptor drone series after persistent component shortages halted production. The line, launched in 2024 as a U.S.-focused alternative to DJI, saw rapid demand driven by NDAA 2025 considerations, which depleted inventory faster than...
Pasqal Delivers Italy’s First Neutral Atom Quantum Computer
Pasqal has delivered a 140‑qubit neutral‑atom quantum computer to Italy’s CINECA supercomputing centre, marking the nation’s first on‑site neutral‑atom system. The QPU is tightly coupled with Leonardo, one of the world’s most powerful pre‑exascale supercomputers, creating a hybrid HPC‑quantum architecture....
Microsoft Brings Two Data Halls Online in São Paulo, Brazil
Microsoft has brought two new data halls online in São Paulo, marking the first operational facilities under its $2.7 bn AI and cloud commitment to Brazil through 2027. The launch was announced at the Microsoft AI Tour by country president Priscyla Laham,...
Wolfspeed Adds VP of Sales for EMEA
Wolfspeed announced the appointment of Stefan Steyerl as Vice President of Sales for Europe, the Middle East and Africa, effective March 1. Steyerl brings more than 25 years of semiconductor sales leadership, most recently from Allegro MicroSystems and earlier roles...
Samsung Reportedly Can’t Even Buy Its Own Exynos Chips for Less, Adding to Galaxy S26 Price Hike
Samsung is reportedly forced to raise the Galaxy S26’s launch price as soaring RAM and memory costs strain its margins. Even its in‑house Exynos processors can no longer be sourced cheaper than competing chips, limiting Samsung’s ability to absorb expenses. The...
Thermaltake Launches 49-Inch Dual QHD 32:9 Monitor With USB-C 90 W
Thermaltake unveiled the TGM‑V49CDQ, a 49‑inch super‑ultrawide 32:9 gaming monitor featuring a Dual QHD 5120×1440 VA panel. The display delivers a 240 Hz refresh rate, 1 ms GTG response, and supports both G‑Sync Compatible and FreeSync Premium for tear‑free gameplay. Connectivity is...
Phison Warns 2026 DRAM and NAND Crunch Could Wipe Out Budget Brands
Phison CEO Khein‑Seng Pua warned that the ongoing DRAM and NAND flash shortage will disproportionately affect low‑cost consumer devices, where razor‑thin margins leave little room for price spikes. He highlighted an 8 GB eMMC component whose price surged from roughly $1.32...
CAN Networks Can Meet EU CRA Requirements, but Security Levels Matter
The CAN in Automation (CiA) group warns that all CAN‑based products sold in the EU now fall under the European Union Cyber Resilience Act (EU CRA) unless covered by sector‑specific rules. Compliance hinges on achieving the appropriate IEC 62443 security level (SL),...
New Amplifier Design Promises Less Noise, More Gain for Quantum Computers
RIKEN researchers have unveiled a new Josephson traveling‑wave parametric amplifier (JTWPA) that cuts added noise to 0.68 quanta, just 0.18 above the quantum limit, while delivering high gain. The device replaces lossy dielectric with a spiraled, fish‑bone‑like tapered waveguide, simplifying...
This BIOS Setting Is Limiting Your AMD CPU's Performance
AMD’s Precision Boost Overdrive (PBO) is a BIOS toggle that lifts the power‑delivery limits of Ryzen CPUs, allowing them to sustain higher boost clocks for longer periods. Enabling PBO on a Ryzen 7 7700 delivered consistent 7‑10% multi‑core gains on rendering, compiling...
NZXT Launches Small Desktop Case and Power Supply for Prebuilt PC Gaming Rigs
NZXT unveiled two new compact components—the H2 Flow Mini‑ITX case and the C850 SFX 850‑watt power supply—aimed at its pre‑built gaming rigs. Both products promise high‑performance builds in a smaller footprint, matching the capabilities of larger tower systems. The case...
We’re Measuring Data Center Sustainability Wrong
Google claims its data centers are 1.5× more energy‑efficient than the industry average and Microsoft is investing billions in nuclear power for AI workloads, yet these metrics capture only about 30% of IT‑sector emissions. The bulk of carbon comes from...
Infineon to Supply Semiconductors for BMW Neue Klasse Platform
Infineon Technologies will equip BMW’s upcoming Neue Klasse platform with a suite of core semiconductors, including AURIX and TRAVEO microcontrollers, BRIGHTLANE Ethernet, OPTIREG power‑management ICs, and PROFET smart‑power switches and eFuses. The platform adopts a centralized, zonal E/E architecture featuring...
This Corsair RAM and Gigabyte AM5 Motherboard Bundle Is Just $67 More than Buying the RAM Alone – 32GB of...
Newegg is offering a bundle that pairs the Gigabyte B850 Aorus Elite Wi‑Fi 7 motherboard with 32 GB of Corsair Vengeance RGB DDR5‑6400 RAM for just under $505, a 20% or $133 discount versus buying the components separately. The motherboard features 12...
The Razer Viper V3 Pro's Price Just Dropped $45, Hinting at Impending Viper V4 Pro
Razer has slashed the Viper V3 Pro’s price by $45, with Amazon listing it at $114.99 and Razer’s own store offering it for $129.99 after a $30 discount. The mouse, launched at $159.99 in May 2024, is praised for its lightweight...
New Keenadu Backdoor Found in Android Firmware, Google Play Apps
Kaspersky has uncovered a sophisticated Android backdoor named Keenadu, embedded in firmware of multiple device brands and distributed through compromised OTA updates, system apps, and even Google Play applications. The malware can infiltrate every installed app, grant attackers unrestricted control,...
This Startup Developed a First-of-Its-Kind Brain Function Assessment Device
QuantalX secured FDA de novo clearance for Delphi‑MD, a first‑of‑its‑kind device that fuses transcranial magnetic stimulation (TMS) with electroencephalography (EEG) to deliver real‑time brain network function assessments. The system leverages proprietary algorithms and an age‑correlated normative database to generate actionable...
How to Integrate Decades-Old Modbus Devices Without Regret
Modbus remains the dominant industrial communication protocol, with the market expected to grow from $1.2 billion to $2.5 billion by 2033. Integrating legacy devices is cost‑effective using gateways, historians, or edge gateways, avoiding expensive rip‑and‑replace projects. Security must be addressed at the...
AGVs You Can Trust at MODEX 2026
MasterMover will exhibit its heavy‑duty automated guided vehicles and electric tuggers at MODEX 2026 in Atlanta, highlighting the TOW300 AGV capable of moving up to 44,000 lb across indoor and outdoor environments. The TOW300 combines BlueBotics ANT navigation and SICK safety scanners to...
PS6 Report Suggests Next-Gen Consoles Could Still Be a Long Way Off
AI‑driven demand for memory is inflating chip prices, tightening supply for console makers. Sony is reportedly considering pushing the PS6 launch to 2028 or 2029, while Microsoft’s best‑case target for its next‑gen Xbox is 2027 but may also slip. Both...
Galaxy Buds 4 Leak Leaves Little to the Imagination — and I’m Okay with the Safe Upgrades
Samsung’s leaked Galaxy Buds 4 and Buds 4 Pro show a return to a brushed‑metal aesthetic, abandoning the sharp blade design of the Buds 3. Both models keep the stem for improved microphones and pinch controls, but the standard Buds 4 adopt an open‑fit design...
Tower and Scintil Announce Availability of First Heterogeneously Integrated DWDM Lasers for AI Infrastructure
Tower Semiconductor and Scintil Photonics announced the world’s first heterogeneously integrated dense‑wavelength‑division‑multiplexing (DWDM) laser sources for AI infrastructure, leveraging Scintil’s SHIP technology on Tower’s high‑volume silicon photonics platform. The LEAD Light module combines monolithic laser sources with silicon photonics to...
Nanoengineers Realize an On-Chip Excitonic Hyperlens
Nanoengineers have demonstrated the first on‑chip excitonic hyperlens, a compact device that uses exciton‑polariton resonances to achieve negative refraction and sub‑diffraction imaging. The hyperlens is fabricated on a silicon photonic platform and operates at visible wavelengths, delivering resolution up to...
Hitachi Rail Commissions Digital Interlocking on Norway’s Dovre Line
Hitachi Rail and Bane NOR have commissioned a Hitachi L90‑5 electronic interlocking at the Hove stabling facility on Norway’s Dovre Line near Lillehammer. The system digitises points, signals and level crossings, replacing legacy hardware to improve operational reliability and increase passenger‑service...
Ideastream Goes With Nautel For New Transmitter Needs
Ideastream Public Media has placed an order for four new Nautel transmitters to replace or augment equipment at its three full‑power FM stations and an FM translator in Northeast Ohio. The package includes two GV2‑30ND high‑power units, a GV2‑3.5 medium‑power...
Pure Storage Wants to Demolish Your Storage Silos
Pure Storage’s Cloud service extends its Purity operating environment to AWS and Azure, delivering a single‑pane‑of‑glass storage layer that feels identical to on‑prem FlashArray. By abstracting the underlying cloud hardware, the platform offers native APIs, replication, and security while adding...
Ams OSRAM and Meizhi Settle Patent Disputes over LEDs Used in Spider Farmer Luminaires
ams OSRAM and Shenzhen Meizhi Optoelectronics have reached a settlement ending pending LED‑related patent disputes in the United States and Germany. The agreement resolves litigation concerning ams OSRAM's patents used in Spider Farmer horticultural lighting systems. Under the deal, Meizhi...
Micro-Magic Debuts High-Precision M3G-2XX Series Gyroscopes
Micro-Magic Inc. has launched the M3G-210 and M3G-220, high‑precision triaxial MEMS gyroscopes. The devices achieve a bias instability of 0.1 °/h and an angle random walk of 0.1 °/√h, with up to 2000 Hz sampling and 200 Hz bandwidth. Housed in rugged aluminum alloy,...
All-in-One SLAM LiDAR, RTK and 360° Imagery Scanner Launched
Emesent has launched the GX1, an all‑in‑one SLAM LiDAR, RTK and 360° imaging scanner that delivers 5‑10 mm global accuracy. The system can cut survey time by up to 95 %, turning weeks of work into a single day. It integrates LiDAR,...
More Rode Mics Can Now Connect Directly to iPhones and iPads
Rode is rolling out a firmware update that adds Direct Connect to its Wireless Pro and third‑generation Wireless Go microphones, enabling Bluetooth pairing with iPhones and iPads via the Rode Capture app. The update eliminates the need for a separate...
SemiQ Partners with Distributor NAC Semi Across North America
SemiQ Inc., a designer of silicon‑carbide (SiC) power semiconductors and 150 mm epitaxial wafers, has signed a distribution agreement with NAC Semi, a North‑American component distributor. The deal gives NAC Semi direct access to SemiQ’s high‑efficiency MOSFETs, power modules and Schottky diodes, targeting...
Google Secures Solar Deal to Power Expanding AI Data Centers
Google has entered two 15‑year power purchase agreements with TotalEnergies to secure roughly 1 gigawatt of solar capacity in Texas. The projects – 805 MW in Wichita and 195 MW at Mustang Creek – will generate about 28 terawatt‑hours of electricity and begin construction...
Dell VP Says Discrete Beats Disaggregated Storage for AI
Dell VP David Noy announced that discrete storage architectures outperform disaggregated designs for large‑scale AI workloads, reversing Dell’s earlier promotion of disaggregation. He cites PowerScale’s integrated controller‑drive chassis as delivering lower rack space, fewer switches, and reduced power consumption. The...
Micron's World-First PCIe Gen 6 SSD Doubles Data Rates for AI Data Centers
Micron has begun mass production of the 9650 NVMe SSD, the world’s first PCIe Gen6 storage device. The drive delivers up to 28,000 MB/s sequential reads and 14,000 MB/s writes, roughly doubling Gen5 bandwidth while staying within a 25 W power envelope. Capacities range...
When Is It Time to Upgrade Your Control System?
Control system upgrades are back on plant executives' agendas as new capital budgets roll out for the year. The article highlights three primary risks of aging automation: hardware failure, cybersecurity vulnerabilities, and the erosion of tribal knowledge. It urges decision‑makers...
When Is It Time to Upgrade Your Control System?
Plant managers face pressure to refresh aging control systems as new capital budgets roll out. Older PLCs and DCS platforms expose facilities to hardware failures, heightened cybersecurity vulnerabilities, and loss of tribal knowledge. Experts recommend a ten‑year upgrade cadence to...
LMT Group and Sateliot Partner with ESA to Advance Dual-Mode 5G Satellite IoT
LMT Group and Sateliot have launched a 12‑month partnership with ESA to create a universal dual‑mode 5G IoT module that can switch between terrestrial cellular networks and Sateliot’s LEO satellite constellation. The module follows 3GPP Release 17 NB‑IoT NTN standards and...
SK Hynix Proposes HBM and HBF Hybrid for LLM Inference
SK Hynix unveiled H³, a hybrid architecture that couples high‑bandwidth memory (HBM) with high‑bandwidth flash (HBF) on a single interposer to accelerate large‑language‑model (LLM) inference. HBF provides up to 16× the capacity of HBM while maintaining comparable bandwidth, serving as...
AM Group Challenges Tech Giants with $25 Billion Green AI Platform
AM Group, the green‑energy conglomerate behind AM Green, announced a $25 billion investment to build a 1‑gigawatt high‑performance compute hub powered entirely by renewable energy. The first two phases – 150 MW and 200 MW – will be sited in Uttar Pradesh, with 350 MW...
China’s X-Humanoid Introduces Embodied Tien Kung 3.0 Humanoid Robotics Platform
X‑Humanoid unveiled Embodied Tien Kung 3.0, a full‑size general‑purpose humanoid robot built on its Wise KaiWu embodied AI platform. The system adds upgraded balance, motion control, tactile interaction and fully autonomous operation. It stresses openness with expansion interfaces, low‑code tools and...
Graphene-Based Sliding Ferroelectric Transistor Stores 3,024 Stable Polarization States
Researchers at Nanjing University of Aeronautics and Astronautics have created an atom‑thin sliding ferroelectric transistor that can store 3,024 distinct, non‑volatile polarization states at room temperature, setting a new record for ferroelectric neuromorphic hardware. The device uses a monolayer graphene...