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Revenue (Tables) | 9 Months Ended
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Nov. 01, 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 |  | Nine Months Ended
|  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total |  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total
Net revenue by end market: |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
Data center |  | $ | 1,517.9 |  |  | 73 | % |  | $ | 1,101.1 |  |  | 73 | % |  | $ | 4,449.0 |  |  | 75 | % |  | $ | 2,798.4 |  |  | 71 | %
Enterprise networking |  | 237.2 |  |  | 11 | % |  | 150.9 |  |  | 10 | % |  | 608.3 |  |  | 10 | % |  | 455.0 |  |  | 12 | %
Carrier infrastructure |  | 167.8 |  |  | 8 | % |  | 84.7 |  |  | 6 | % |  | 436.3 |  |  | 7 | % |  | 232.4 |  |  | 6 | %
Consumer |  | 116.6 |  |  | 6 | % |  | 96.5 |  |  | 6 | % |  | 295.6 |  |  | 5 | % |  | 227.4 |  |  | 6 | %
Automotive/industrial |  | 35.0 |  |  | 2 | % |  | 82.9 |  |  | 5 | % |  | 186.7 |  |  | 3 | % |  | 236.7 |  |  | 5 | %
|  | $ | 2,074.5 |  |  |  |  | $ | 1,516.1 |  |  |  |  | $ | 5,975.9 |  |  |  |  | $ | 3,949.9 |  |  |
The following table summarizes net revenue disaggregated by primary geographical market based on destination of shipment (in millions, except percentages):
|  | Three Months Ended |  | Nine Months Ended |  |
|  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total |  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total |  |  |  |
Net revenue based on destination of shipment: |  |  |  |
China |  | $ | 838.7 |  |  | 40 | % |  | $ | 658.4 |  |  | 43 | % |  | $ | 2,131.0 |  |  | 36 | % |  | $ | 1,774.8 |  | 45 | % |  |  |  |
Taiwan |  | 318.9 |  |  | 15 | % |  | 198.5 |  |  | 13 | % |  | 1,187.4 |  |  | 20 | % |  | 279.6 |  | 7 | % |  |  |  |
United States |  | 294.3 |  |  | 14 | % |  | 256.0 |  |  | 17 | % |  | 910.3 |  |  | 15 | % |  | 675.4 |  | 17 | % |  |  |  |
Other |  | 622.6 |  |  | 31 | % |  | 403.2 |  |  | 27 | % |  | 1,747.2 |  |  | 29 | % |  | 1,220.1 |  | 31 | % |  |  |  |
|  | $ | 2,074.5 |  |  |  |  | $ | 1,516.1 |  |  |  |  | $ | 5,975.9 |  |  |  |  | $ | 3,949.9 |  |  |  |  |  |
The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):
|  | Three Months Ended |  | Nine Months Ended |  |
|  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total |  | November 1, 2025 |  | % of Total |  | November 2, 2024 |  | % of Total |  |  |  |
Net revenue by customer type: |  |  |  |
Direct customers |  | $ | 1,145.7 |  |  | 55 | % |  | $ | 895.4 |  |  | 59 | % |  | $ | 3,406.4 |  |  | 57 | % |  | $ | 2,229.2 |  |  | 56 | % |  |  |  |
Distributors |  | 928.8 |  |  | 45 | % |  | 620.7 |  |  | 41 | % |  | 2,569.5 |  |  | 43 | % |  | 1,720.7 |  |  | 44 | % |  |  |  |
|  | $ | 2,074.5 |  |  |  |  | $ | 1,516.1 |  |  |  |  | $ | 5,975.9 |  |  |  |  | $ | 3,949.9 |  |  |  |  |  |  |

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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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