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v3.25.2

Segment, Geographic Information and Major Customers (Tables) | 12 Months Ended
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Jun. 29, 2025
Segment Reporting [Abstract] |
Schedule of Reportable Segment to Income Before Income Taxes | The table below reconciles the Company's reportable segment to income before income taxes:
| Year Ended
June 29, 2025 |  | June 30, 2024 |  | June 25, 2023
| (in thousands)
Revenue | $ | 18,435,591 |  |  | $ | 14,905,386 |  |  | $ | 17,428,516 |
Installation and warranty expense | 544,192 |  |  | 435,015 |  |  | 647,612 |
Other cost of goods sold (COGS) (1) | 8,675,349 |  |  | 6,988,338 |  |  | 8,688,124 |
Segment COGS | 9,219,541 |  |  | 7,423,353 |  |  | 9,335,736 |
Segment gross margin | 9,216,050 |  |  | 7,482,033 |  |  | 8,092,780 |
Reconciliation to consolidated gross margin |  |  |  |  |
Restructuring charges, net | — |  |  | 43,375 |  |  | 78,166 |
All other COGS | 236,991 |  |  | 385,867 |  |  | 237,689 |
Gross margin | 8,979,059 |  |  | 7,052,791 |  |  | 7,776,925 |
Research and development | 2,096,387 |  |  | 1,902,444 |  |  | 1,727,162 |
Selling, general, and administrative | 981,704 |  |  | 868,247 |  |  | 832,753 |
Restructuring charges, net - operating expenses | — |  |  | 18,187 |  |  | 42,150 |
Other income (expense), net | 57,161 |  |  | 96,309 |  |  | (65,650) |
Income before income taxes | $ | 5,958,129 |  |  | $ | 4,360,222 |  |  | $ | 5,109,210 |
(1)Other COGS is primarily comprised of the capitalized cost of inventory sold, including both direct and indirect costs, but excludes installation and warranty expense and those items not allocated to the segment.
Schedule of Revenues and Long-lived Assets by Geographic Region | Revenues and long-lived assets by geographic region were as follows:
| Year Ended
June 29, 2025 |  | June 30, 2024 |  | June 25, 2023
Revenue: | (in thousands)
China | $ | 6,205,062 |  |  | $ | 6,293,990 |  |  | $ | 4,462,663 |
Korea | 4,127,766 |  |  | 2,874,015 |  |  | 3,551,742 |
Taiwan | 3,445,220 |  |  | 1,671,815 |  |  | 3,477,862 |
Japan | 1,880,882 |  |  | 1,460,429 |  |  | 1,758,364 |
United States | 1,376,857 |  |  | 1,104,087 |  |  | 1,665,136 |
Southeast Asia | 837,242 |  |  | 794,054 |  |  | 1,354,471 |
Europe | 562,562 |  |  | 706,996 |  |  | 1,158,278 |
Total revenue | $ | 18,435,591 |  |  | $ | 14,905,386 |  |  | $ | 17,428,516 |
| June 29, 2025 |  | June 30, 2024 |  | June 25, 2023
Long-lived assets: | (in thousands)
United States | $ | 1,716,574 |  |  | $ | 1,582,103 |  |  | $ | 1,367,534 |
Southeast Asia | 451,283 |  |  | 390,514 |  |  | 339,415 |
Korea | 299,497 |  |  | 262,405 |  |  | 215,898 |
Europe | 134,707 |  |  | 115,316 |  |  | 93,732 |
Taiwan | 96,458 |  |  | 98,268 |  |  | 65,432 |
Japan | 8,638 |  |  | 7,858 |  |  | 8,452 |
China | 8,567 |  |  | 6,390 |  |  | 8,865 |
| $ | 2,715,724 |  |  | $ | 2,462,854 |  |  | $ | 2,099,328 |

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- Definition Tabular disclosure of information concerning material long-lived assets (excluding financial instruments, customer relationships with financial institutions, mortgage and other servicing rights, deferred policy acquisition costs, and deferred taxes assets) located in identified geographic areas and/or the amount of revenue from external customers attributed to that country from which revenue is material. An entity may also provide subtotals of geographic information about groups of countries. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Topic 220 -SubTopic 10 -Name Accounting Standards Codification -Section S99 -Paragraph 2 -Subparagraph (SX 210.5-03(1)) -Publisher FASB -URI https://asc.fasb.org/1943274/2147483621/220-10-S99-2 Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 41 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-41 + Details
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- Definition Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 25 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-25 Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 22 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-22 Reference 3: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 30 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-30 + Details
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