As previously reported, BofA analyst Vivek Arya upgraded Camtek (CAMT) to Buy from Neutral with a price target of $135, up from $95. Surging HBM inspection demand may reaccelerate sales growth, the analyst tells investors. The firm returned from SEMICON West in Phoenix with “a bullish multi-year view” for semicaps as upstream beneficiaries of large data center deployments as Wafer Fabrication Equipment races to support immense AI demand, the analyst noted.
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