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SEGMENT REPORTING AND GEOGRAPHIC INFORMATION (Tables) | 12 Months Ended
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Jun. 30, 2025
Segment Reporting [Abstract] |
Schedule of Results for Reportable Segments | The following is a summary of results for each of our three reportable segments for the indicated periods.
(In thousands) | Semiconductor Process Control |  | Specialty Semiconductor Process |  | PCB and Component Inspection |  | Total
For the year ended June 30, 2023 |  |  |  |  |  |  |
Revenue | $ | 9,324,190 |  |  | $ | 543,398 |  |  | $ | 631,604 |  |  | $ | 10,499,192 |
Less: |  |  |  |  |  |  |
Cost of revenue | 3,366,617 |  |  | 261,456 |  |  | 410,353 |  |  |
R&D | 1,064,752 |  |  | 40,436 |  |  | 168,283 |  |  |
SG&A | 713,924 |  |  | 45,982 |  |  | 116,613 |  |  |
Other segment items (1) | 78,747 |  |  | 114,049 |  |  | 78,768 |  |  |
Segment profit (loss) | $ | 4,100,150 |  |  | $ | 81,475 |  |  | $ | (142,413) |  |  | $ | 4,039,212 |
For the year ended June 30, 2024 |  |  |  |  |  |  |
Revenue | $ | 8,733,556 |  |  | $ | 528,701 |  |  | $ | 552,491 |  |  | $ | 9,814,748 |
Less: |  |  |  |  |  |  |
Cost of revenue | 3,104,254 |  |  | 245,791 |  |  | 393,531 |  |  |
R&D | 1,077,366 |  |  | 40,043 |  |  | 147,867 |  |  |
SG&A | 728,349 |  |  | 43,959 |  |  | 116,074 |  |  |
Other segment items (1) | 56,014 |  |  | 108,069 |  |  | 365,292 |  |  |
Segment profit (loss) | $ | 3,767,573 |  |  | $ | 90,839 |  |  | $ | (470,273) |  |  | $ | 3,388,139 |
For the year ended June 30, 2025 |  |  |  |  |  |  |
Revenue | $ | 10,947,359 |  |  | $ | 587,107 |  |  | $ | 621,721 |  |  | $ | 12,156,187 |
Less: |  |  |  |  |  |  |
Cost of revenue | 3,922,735 |  |  | 283,160 |  |  | 358,847 |  |  |
R&D | 1,165,858 |  |  | 47,054 |  |  | 133,487 |  |  |
SG&A | 814,074 |  |  | 48,980 |  |  | 102,662 |  |  |
Other segment items (1) | 41,946 |  |  | 108,961 |  |  | 307,882 |  |  |
Segment profit (loss) | $ | 5,002,746 |  |  | $ | 98,952 |  |  | $ | (281,157) |  |  | $ | 4,820,541 |
__________________ (1)Other segment items for each reportable segment includes: •Semiconductor Process Control — amortization of purchased intangible assets and acquisition related expenses. •Specialty Semiconductor Process — amortization of purchased intangible assets. •PCB and Component Inspection — amortization of purchased intangible assets and impairment of goodwill and purchased intangible assets for the years ended June 30, 2024 and 2025.
Schedule of Reconciliation of Total Reportable Segments Revenue to Total Revenue | The following table reconciles total reportable segment revenue to total revenue for the indicated periods:
| Year Ended June 30,
(In thousands) | 2025 |  | 2024 |  | 2023
Total revenues for reportable segments | $ | 12,156,187 |  |  | $ | 9,814,748 |  |  | $ | 10,499,192 |
Corporate allocations and effects of changes in foreign currency exchange rates | (25) |  |  | (2,501) |  |  | (3,136) |
Total revenues | $ | 12,156,162 |  |  | $ | 9,812,247 |  |  | $ | 10,496,056 |
Schedule of Reconciliation of Total Segment Gross Margin to Total Income Before Income Taxes | The following table reconciles total segment profit to total income before income taxes for the indicated periods:
| Year Ended June 30,
(In thousands) | 2025 |  | 2024 |  | 2023
Total segment profit | $ | 4,820,541 |  |  | $ | 3,388,139 |  |  | $ | 4,039,212 |
Unallocated expenses (1) | 45,414 |  |  | 41,929 |  |  | 44,516 |
Interest expense | 302,166 |  |  | 311,253 |  |  | 296,940 |
Loss on extinguishment of debt | — |  |  | — |  |  | 13,286 |
Other expense (income), net | (171,487) |  |  | (155,075) |  |  | (104,720) |
Income before income taxes | $ | 4,644,448 |  |  | $ | 3,190,032 |  |  | $ | 3,789,190 |
__________________ (1)Unallocated expenses include restructuring costs, effects of changes in exchange rates and other corporate expenses.
Schedule of Revenues by Geographic Region | The following is a summary of revenues by geographic region, based on ship-to location, for the indicated periods:
(Dollar amounts in thousands) | Year Ended June 30,
2025 |  | 2024 |  | 2023
Revenues: |  |  |  |  |  |  |  |  |  |  |
China | $ | 4,042,567 |  |  | 33 | % |  | $ | 4,196,727 |  |  | 43 | % |  | $ | 2,867,443 |  |  | 27 | %
Taiwan | 3,205,392 |  |  | 27 | % |  | 1,738,065 |  |  | 18 | % |  | 2,493,379 |  |  | 24 | %
Korea | 1,452,826 |  |  | 12 | % |  | 906,924 |  |  | 9 | % |  | 1,895,710 |  |  | 18 | %
North America | 1,362,311 |  |  | 11 | % |  | 1,070,791 |  |  | 11 | % |  | 1,254,956 |  |  | 12 | %
Japan | 1,133,002 |  |  | 9 | % |  | 963,203 |  |  | 10 | % |  | 888,016 |  |  | 9 | %
Europe and Israel | 574,197 |  |  | 5 | % |  | 540,263 |  |  | 6 | % |  | 682,103 |  |  | 6 | %
Rest of Asia | 385,867 |  |  | 3 | % |  | 396,274 |  |  | 3 | % |  | 414,449 |  |  | 4 | %
Total | $ | 12,156,162 |  |  | 100 | % |  | $ | 9,812,247 |  |  | 100 | % |  | $ | 10,496,056 |  |  | 100 | %
Schedule of Revenues by Major Products | The following is a summary of revenues by major product categories for the indicated periods:
(Dollar amounts in thousands) | Year Ended June 30,
2025 |  | 2024 |  | 2023
Revenues: |  |  |  |  |  |  |  |  |  |  |
Wafer Inspection | $ | 6,198,815 |  |  | 51 | % |  | $ | 4,333,296 |  |  | 44 | % |  | $ | 4,336,663 |  |  | 41 | %
Patterning | 2,196,347 |  |  | 18 | % |  | 2,054,442 |  |  | 21 | % |  | 2,791,130 |  |  | 26 | %
Specialty Semiconductor Process | 517,201 |  |  | 4 | % |  | 470,565 |  |  | 5 | % |  | 492,109 |  |  | 5 | %
PCB and Component Inspection | 355,891 |  |  | 3 | % |  | 291,161 |  |  | 3 | % |  | 378,030 |  |  | 4 | %
Services | 2,683,308 |  |  | 22 | % |  | 2,329,568 |  |  | 24 | % |  | 2,117,031 |  |  | 20 | %
Other | 204,600 |  |  | 2 | % |  | 333,215 |  |  | 3 | % |  | 381,093 |  |  | 4 | %
Total | $ | 12,156,162 |  |  | 100 | % |  | $ | 9,812,247 |  |  | 100 | % |  | $ | 10,496,056 |  |  | 100 | %
Schedule of Long-Lived Assets by Geographic Region | Land, property and equipment, net by geographic region as of the dates indicated below were as follows:
| As of June 30, |  |
(In thousands) | 2025 |  | 2024 |  |
Land, property and equipment, net: |  |  |  |  |
U.S. | $ | 728,162 |  |  | $ | 689,937 |  |  |
Europe | 253,848 |  |  | 155,812 |  |  |
Singapore | 153,052 |  |  | 148,557 |  |  |
Israel | 68,604 |  |  | 84,279 |  |  |
Rest of Asia | 49,109 |  |  | 31,383 |  |  |
Total | $ | 1,252,775 |  |  | $ | 1,109,968 |  |  |

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