HBM demand · X 热门 · 2026-09-23 02:27 UTC

# HBM demand — X 热门讨论 (2026-09-23 02:27 UTC)

## @HunterAllen4 (THE GAP FATHER) · 09-22 06:56 · ♥30 ↻1 💬10 $CAMT

Breakout incoming. Don’t miss. 👀

Camtek sits in a critical semiconductor niche: inspection and metrology for advanced packaging, HBM and AI/HPC chips.

Q2 revenue hit a record $133.2M, advanced packaging was ~75% of revenue, and YTD 2026 orders topped $600M, with ~80% tied to AP.

After running from ~$90 to above $210, CAMT has pulled back toward the ~$146–150 area and is now trying to build a higher low.

RSI is around 54, MACD is starting to turn, and the longer-term moving average is providing support. The setup gets interesting if buyers can reclaim the $155–160 zone and break the descending trendline on volume.

A clean breakout could put $170+ back in play, while losing the major support structure would weaken the setup.

With HBM demand, AI packaging and a growing order book behind the story, this is one I’m watching closely. Do your own DD. https://x.com/HunterAllen4/status/2102290800696791414