Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CAMT 0

None

Shared 0

No disclosed counterparties: CAMT.

Only KLAC 2

TSMTSMCcustomer

—Samsung Electronicsunlistedcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

CAMTCamtek Ltd

92.82+0.98%· post 97.12

Mkt cap$4.2BRevenue—Revenue—

KLACKLA Corp

137.98+6.30%· post 139.29

ClosedNov 6 '26

Mkt cap$180.4BRevenue$4.1BQ1 FY27Revenue$13.6BFY26

vs

Compare

ClosedNov 6 '26

CAMTCamtek Ltd

vs

KLACKLA Corp

92.82+0.98%post 97.12

Price

137.98+6.30%post 139.29

$4.2B

Mkt cap

$180.4B

—

Revenue

$4.1BQ1 FY27

—

Revenue

$13.6BFY26

CAMT compared with KLAC: revenue, margins and what each company keeps, and the suppliers and customers both name