Shahar Cohen's questions to Camtek Ltd (CAMT) leadership • Q4 2024
Question
Shahar Cohen asked about the opportunity in 'mini HBM' or LFW DRAM for the mobile market, questioning its potential significance and timing for Camtek.
Answer
Ramy Langer, an executive, positioned this as a future opportunity, likely emerging more significantly in 2026 and beyond. He confirmed that Camtek's current machines can handle these applications without special development. He framed the broader trend of AI moving to edge devices (cars, robotics, PCs, and mobile) as a very large, long-term opportunity, but stated the immediate impact from mobile is not expected to be a major driver in the near term.