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Industry Segment Operations (Tables) | 6 Months Ended
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Apr. 27, 2025
Segment Reporting [Abstract] |
Schedule of Segment Reporting | Net revenue and operating income (loss) for each reportable segment were as follows:
| Three Months Ended |  | Six Months Ended
| Net Revenue |  | Operating Income (Loss) |  | Net Revenue |  | Operating Income (Loss)
| (In millions)
April 27, 2025: |  |  |  |  |  |  |
Semiconductor Systems | $ | 5,255 |  |  | $ | 1,900 |  |  | $ | 10,611 |  |  | $ | 3,886 |
Applied Global Services | 1,566 |  |  | 446 |  |  | 3,160 |  |  | 893 |
Display | 259 |  |  | 68 |  |  | 442 |  |  | 82 |
Corporate and Other | 20 |  |  | (245) |  |  | 53 |  |  | (517) |
Total | $ | 7,100 |  |  | $ | 2,169 |  |  | $ | 14,266 |  |  | $ | 4,344 |
April 28, 2024: |  |  |  |  |  |  |
Semiconductor Systems | $ | 4,901 |  |  | $ | 1,701 |  |  | $ | 9,810 |  |  | $ | 3,445 |
Applied Global Services | 1,530 |  |  | 436 |  |  | 3,006 |  |  | 853 |
Display | 179 |  |  | 5 |  |  | 423 |  |  | 30 |
Corporate and Other | 36 |  |  | (230) |  |  | 114 |  |  | (449) |
Total | $ | 6,646 |  |  | $ | 1,912 |  |  | $ | 13,353 |  |  | $ | 3,879 |
Details of goodwill by reportable segment as of April 27, 2025 and October 27, 2024 were as follows:
| April 27, 2025 |  | October 27, 2024
| (In millions)
Goodwill by reportable segment |  |  |
Semiconductor Systems | $ | 2,476 |  |  | $ | 2,460 |
Applied Global Services | 1,032 |  |  | 1,032 |
Display | 199 |  |  | 199 |
Corporate and Other | 41 |  |  | 41 |
| $ | 3,748 |  |  | $ | 3,732 |
Schedule of Revenue from External Customers by Geographic Areas | Net revenue by geographic region, determined by the location of customers’ facilities to which products were shipped and services were performed, was as follows:
| Three Months Ended |  |  |  | Six Months Ended
| April 27, 2025 |  | April 28, 2024 |  | Change |  | April 27, 2025 |  | April 28, 2024 |  | Change
| (In millions, except percentages)
China | $ | 1,774 |  |  | 25 | % |  | $ | 2,831 |  |  | 43 | % |  | (37) | % |  | $ | 4,017 |  |  | 28 | % |  | $ | 5,828 |  |  | 44 | % |  | (31) | %
Korea | 1,562 |  |  | 22 | % |  | 988 |  |  | 15 | % |  | 58 | % |  | 3,229 |  |  | 23 | % |  | 2,219 |  |  | 16 | % |  | 46 | %
Taiwan | 1,997 |  |  | 28 | % |  | 1,019 |  |  | 15 | % |  | 96 | % |  | 3,180 |  |  | 22 | % |  | 1,578 |  |  | 12 | % |  | 102 | %
Japan | 572 |  |  | 8 | % |  | 453 |  |  | 7 | % |  | 26 | % |  | 1,112 |  |  | 8 | % |  | 1,018 |  |  | 8 | % |  | 9 | %
Southeast Asia | 135 |  |  | 2 | % |  | 213 |  |  | 3 | % |  | (37) | % |  | 421 |  |  | 3 | % |  | 399 |  |  | 3 | % |  | 6 | %
Asia Pacific | 6,040 |  |  | 85 | % |  | 5,504 |  |  | 83 | % |  | 10 | % |  | 11,959 |  |  | 84 | % |  | 11,042 |  |  | 83 | % |  | 8 | %
United States | 808 |  |  | 11 | % |  | 853 |  |  | 13 | % |  | (5) | % |  | 1,725 |  |  | 12 | % |  | 1,612 |  |  | 12 | % |  | 7 | %
Europe | 252 |  |  | 4 | % |  | 289 |  |  | 4 | % |  | (13) | % |  | 582 |  |  | 4 | % |  | 699 |  |  | 5 | % |  | (17) | %
Total | $ | 7,100 |  |  | 100 | % |  | $ | 6,646 |  |  | 100 | % |  | 7 | % |  | $ | 14,266 |  |  | 100 | % |  | $ | 13,353 |  |  | 100 | % |  | 7 | %
Schedule of Disaggregation of Revenue | Net revenue for Semiconductor Systems by market for the periods presented were as follows:
| Three Months Ended |  | Six Months Ended
| April 27, 2025 |  | April 28, 2024 |  | April 27, 2025 |  | April 28, 2024
Foundry, logic and other | 65 | % |  | 65 | % |  | 66 | % |  | 63 | %
Dynamic random-access memory (DRAM) | 27 | % |  | 32 | % |  | 28 | % |  | 33 | %
Flash memory (NAND) | 8 | % |  | 3 | % |  | 6 | % |  | 4 | %
| 100 | % |  | 100 | % |  | 100 | % |  | 100 | %
Schedule of Reconciliations of Total Segment Operating Income to Consolidated Operating Income (Loss) | The reconciling items included in Corporate and Other were as follows:
| Three Months Ended |  | Six Months Ended
| April 27, 2025 |  | April 28, 2024 |  | April 27, 2025 |  | April 28, 2024
| (In millions)
Unallocated net revenue | $ | 20 |  |  | $ | 36 |  |  | $ | 53 |  |  | $ | 114 |
Unallocated cost of products sold and expenses | (265) |  |  | (266) |  |  | (570) |  |  | (563) |
Total | $ | (245) |  |  | $ | (230) |  |  | $ | (517) |  |  | $ | (449) |
Schedule of Companies Accounted for at Least 10 Percent of Net Sales | The following customers accounted for at least 10 percent of our net revenue for the six months ended April 27, 2025, and sales to these customers included products and services from multiple reportable segments.
| Percentage of Net Revenue
Taiwan Semiconductor Manufacturing Company Limited | 18 | %
Samsung Electronics Co., Ltd. | 17 | %

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