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Revenue (Tables) | 6 Months Ended
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Aug. 02, 2025
Revenue from Contract with Customer [Abstract] |
Schedule of Disaggregation of Revenue | The following table summarizes net revenue disaggregated by end market (in millions, except percentages):
|  | Three Months Ended |  | Six Months Ended
|  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total |  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total
Net revenue by end market: |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
Data center |  | $ | 1,490.5 |  |  | 74 | % |  | $ | 880.9 |  |  | 69 | % |  | $ | 2,931.1 |  |  | 75 | % |  | $ | 1,697.3 |  |  | 70 | %
Enterprise networking |  | 193.6 |  |  | 10 | % |  | 151.0 |  |  | 12 | % |  | 371.1 |  |  | 10 | % |  | 304.1 |  |  | 13 | %
Carrier infrastructure |  | 130.1 |  |  | 6 | % |  | 75.9 |  |  | 6 | % |  | 268.5 |  |  | 7 | % |  | 147.7 |  |  | 6 | %
Consumer |  | 115.9 |  |  | 6 | % |  | 88.9 |  |  | 7 | % |  | 179.0 |  |  | 5 | % |  | 130.9 |  |  | 5 | %
Automotive/industrial |  | 76.0 |  |  | 4 | % |  | 76.2 |  |  | 6 | % |  | 151.7 |  |  | 3 | % |  | 153.8 |  |  | 6 | %
|  | $ | 2,006.1 |  |  |  |  | $ | 1,272.9 |  |  |  |  | $ | 3,901.4 |  |  |  |  | $ | 2,433.8 |  |  |
The following table summarizes net revenue disaggregated by primary geographical market based on destination of shipment (in millions, except percentages):
|  | Three Months Ended |  | Six Months Ended |  |
|  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total |  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total |  |  |  |
Net revenue based on destination of shipment: |  |  |  |
China |  | $ | 583.4 |  |  | 29 | % |  | $ | 586.8 |  |  | 46 | % |  | $ | 1,292.3 |  |  | 33 | % |  | $ | 1,116.4 |  | 46 | % |  |  |  |
Taiwan |  | 541.2 |  |  | 27 | % |  | 38.5 |  |  | 3 | % |  | 868.5 |  |  | 22 | % |  | 81.1 |  | 3 | % |  |  |  |
United States |  | 310.8 |  |  | 15 | % |  | 202.9 |  |  | 16 | % |  | 616.0 |  |  | 16 | % |  | 419.4 |  | 17 | % |  |  |  |
Singapore |  | 141.5 |  |  | 7 | % |  | 142.2 |  |  | 11 | % |  | 304.6 |  |  | 8 | % |  | 253.5 |  | 10 | % |  |  |  |
Netherlands |  | 55.7 |  |  | 3 | % |  | 7.7 |  |  | 1 | % |  | 147.0 |  |  | 4 | % |  | 14.5 |  | 1 | % |  |  |  |
Malaysia |  | 76.9 |  |  | 4 | % |  | 29.4 |  |  | 2 | % |  | 111.8 |  |  | 3 | % |  | 82.4 |  | 3 | % |  |  |  |
Japan |  | 53.3 |  |  | 3 | % |  | 33.2 |  |  | 3 | % |  | 100.2 |  |  | 3 | % |  | 50.5 |  | 2 | % |  |  |  |
Finland |  | 51.0 |  |  | 3 | % |  | 19.6 |  |  | 2 | % |  | 87.1 |  |  | 2 | % |  | 42.0 |  | 2 | % |  |  |  |
Thailand |  | 33.6 |  |  | 2 | % |  | 95.0 |  |  | 7 | % |  | 75.8 |  |  | 2 | % |  | 160.0 |  | 7 | % |  |  |  |
Other |  | 158.7 |  |  | 7 | % |  | 117.6 |  |  | 9 | % |  | 298.1 |  |  | 7 | % |  | 214.0 |  | 9 | % |  |  |  |
|  | $ | 2,006.1 |  |  |  |  | $ | 1,272.9 |  |  |  |  | $ | 3,901.4 |  |  |  |  | $ | 2,433.8 |  |  |  |  |  |
The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):
|  | Three Months Ended |  | Six Months Ended |  |
|  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total |  | August 2, 2025 |  | % of Total |  | August 3, 2024 |  | % of Total |  |  |  |
Net revenue by customer type: |  |  |  |
Direct customers |  | $ | 1,191.4 |  |  | 59 | % |  | $ | 725.7 |  |  | 57 | % |  | $ | 2,260.7 |  |  | 58 | % |  | $ | 1,333.8 |  |  | 55 | % |  |  |  |
Distributors |  | 814.7 |  |  | 41 | % |  | 547.2 |  |  | 43 | % |  | 1,640.7 |  |  | 42 | % |  | 1,100.0 |  |  | 45 | % |  |  |  |
|  | $ | 2,006.1 |  |  |  |  | $ | 1,272.9 |  |  |  |  | $ | 3,901.4 |  |  |  |  | $ | 2,433.8 |  |  |  |  |  |  |

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- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-5 + Details
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