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Industry Segment Operations (Tables) | 9 Months Ended
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Jul. 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 |  | Nine Months Ended
| Net Revenue |  | Operating Income (Loss) |  | Net Revenue |  | Operating Income (Loss)
| (In millions)
July 27, 2025: |  |  |  |  |  |  |
Semiconductor Systems | $ | 5,427 |  |  | $ | 1,966 |  |  | $ | 16,038 |  |  | $ | 5,852 |
Applied Global Services | 1,600 |  |  | 445 |  |  | 4,760 |  |  | 1,338 |
Display | 263 |  |  | 62 |  |  | 705 |  |  | 144 |
Corporate and Other | 12 |  |  | (240) |  |  | 65 |  |  | (757) |
Total | $ | 7,302 |  |  | $ | 2,233 |  |  | $ | 21,568 |  |  | $ | 6,577 |
July 28, 2024: |  |  |  |  |  |  |
Semiconductor Systems | $ | 4,924 |  |  | $ | 1,712 |  |  | $ | 14,734 |  |  | $ | 5,157 |
Applied Global Services | 1,580 |  |  | 467 |  |  | 4,586 |  |  | 1,320 |
Display | 251 |  |  | 16 |  |  | 674 |  |  | 46 |
Corporate and Other | 23 |  |  | (253) |  |  | 137 |  |  | (702) |
Total | $ | 6,778 |  |  | $ | 1,942 |  |  | $ | 20,131 |  |  | $ | 5,821 |
Details of goodwill by reportable segment as of July 27, 2025 and October 27, 2024 were as follows:
| July 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 |  |  |  | Nine Months Ended
| July 27, 2025 |  | July 28, 2024 |  | Change |  | July 27, 2025 |  | July 28, 2024 |  | Change
| (In millions, except percentages)
China | $ | 2,548 |  |  | 35 | % |  | $ | 2,153 |  |  | 32 | % |  | 18 | % |  | $ | 6,565 |  |  | 30 | % |  | $ | 7,981 |  |  | 40 | % |  | (18) | %
Korea | 1,160 |  |  | 16 | % |  | 1,102 |  |  | 16 | % |  | 5 | % |  | 4,389 |  |  | 20 | % |  | 3,321 |  |  | 16 | % |  | 32 | %
Taiwan | 1,843 |  |  | 25 | % |  | 1,148 |  |  | 17 | % |  | 61 | % |  | 5,023 |  |  | 23 | % |  | 2,726 |  |  | 14 | % |  | 84 | %
Japan | 713 |  |  | 10 | % |  | 555 |  |  | 8 | % |  | 28 | % |  | 1,825 |  |  | 9 | % |  | 1,573 |  |  | 8 | % |  | 16 | %
Southeast Asia | 195 |  |  | 3 | % |  | 428 |  |  | 6 | % |  | (54) | % |  | 616 |  |  | 3 | % |  | 827 |  |  | 4 | % |  | (26) | %
Asia Pacific | 6,459 |  |  | 89 | % |  | 5,386 |  |  | 79 | % |  | 20 | % |  | 18,418 |  |  | 85 | % |  | 16,428 |  |  | 82 | % |  | 12 | %
United States | 683 |  |  | 9 | % |  | 1,053 |  |  | 16 | % |  | (35) | % |  | 2,408 |  |  | 11 | % |  | 2,665 |  |  | 13 | % |  | (10) | %
Europe | 160 |  |  | 2 | % |  | 339 |  |  | 5 | % |  | (53) | % |  | 742 |  |  | 4 | % |  | 1,038 |  |  | 5 | % |  | (29) | %
Total | $ | 7,302 |  |  | 100 | % |  | $ | 6,778 |  |  | 100 | % |  | 8 | % |  | $ | 21,568 |  |  | 100 | % |  | $ | 20,131 |  |  | 100 | % |  | 7 | %
Schedule of Disaggregation of Revenue | Net revenue for Semiconductor Systems by market for the periods presented were as follows:
| Three Months Ended |  | Nine Months Ended
| July 27, 2025 |  | July 28, 2024 |  | July 27, 2025 |  | July 28, 2024
Foundry, logic and other | 69 | % |  | 72 | % |  | 67 | % |  | 66 | %
Dynamic random-access memory (DRAM) | 22 | % |  | 24 | % |  | 26 | % |  | 30 | %
Flash memory (NAND) | 9 | % |  | 4 | % |  | 7 | % |  | 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 |  | Nine Months Ended
| July 27, 2025 |  | July 28, 2024 |  | July 27, 2025 |  | July 28, 2024
| (In millions)
Unallocated net revenue | $ | 12 |  |  | $ | 23 |  |  | $ | 65 |  |  | $ | 137 |
Unallocated cost of products sold and expenses | (252) |  |  | (276) |  |  | (822) |  |  | (839) |
Total | $ | (240) |  |  | $ | (253) |  |  | $ | (757) |  |  | $ | (702) |

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