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SEGMENT REPORTING AND GEOGRAPHIC INFORMATION (Tables)

12 Months Ended

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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