Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only KLAC 2

TSMTSMCcustomer

—Samsung Electronicsunlistedcustomer

Shared 0

No disclosed counterparties: CAMT.

Only CAMT 0

None

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

KLACKLA Corp

129.93−13.26%· post 133.00

Mkt cap$195.2BRevenue$4.1BQ1 FY27Revenue$13.6BFY26

CAMTCamtek Ltd

92.82−8.51%· post 90.71

ClosedNov 5 '26

Mkt cap$4.2BRevenue—Revenue—

vs

Compare

ClosedNov 5 '26

KLACKLA Corp

vs

CAMTCamtek Ltd

129.93−13.26%post 133.00

Price

92.82−8.51%post 90.71

$195.2B

Mkt cap

$4.2B

Q1 FY27$4.1B

Revenue

—

FY26$13.6B

Revenue

—

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