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CONCENTRATION OF RISK (Tables)
9 Months Ended
Sep. 30, 2025
Risks and Uncertainties [Abstract]  
Revenues and Accounts Receivable From Our Largest Customers

Revenues and accounts receivable from the Company's largest customers were as follows (in thousands):

 

 

% of Total Revenue for the
 Three Months Ended September 30,

 

% of Total Revenue for the
 Nine Months Ended September 30,

 

Accounts Receivable as of

 

Customer

 

2025

 

2024

 

2025

 

2024

 

September 30, 2025

 

A

 

54%

 

41%

 

42%

 

43%

 

$

15,429

 

B

 

25%

 

24%

 

21%

 

24%

 

$

29,015

 

C

 

8%

 

17%

 

17%

 

16%

 

$

1,922

 

Revenues by Geographic Area

Revenues from outside of North America represented approximately 97% and 98% of consolidated revenue for the three months ended September 30, 2025 and 2024, respectively, and 96% and 98% for the nine months ended September 30, 2025 and 2024, respectively. Revenues by geographic area are as follows (in thousands):

 

 

Three Months Ended September 30,

 

 

Nine Months Ended September 30,

 

Country

 

2025

 

 

2024

 

 

2025

 

 

2024

 

South Korea

 

$

103,069

 

 

$

95,105

 

 

$

276,924

 

 

$

305,697

 

China

 

 

32,161

 

 

 

61,366

 

 

 

179,173

 

 

 

164,072

 

Japan

 

 

383

 

 

 

503

 

 

 

2,497

 

 

 

3,013

 

Other non-U.S. locations

 

 

223

 

 

 

975

 

 

 

1,211

 

 

 

2,913

 

Total non-U.S. locations

 

 

135,836

 

 

 

157,949

 

 

 

459,805

 

 

 

475,695

 

United States

 

 

3,777

 

 

 

3,678

 

 

 

17,879

 

 

 

9,696

 

Total revenue

 

$

139,613

 

 

$

161,627

 

 

$

477,684

 

 

$

485,391

 

Long-Lived Assets (Net) by Geographic Area

Property and equipment, net by geographic area are as follows (in thousands):

 

 

 

September 30, 2025

 

 

December 31, 2024

 

United States

 

$

121,279

 

 

$

117,496

 

Ireland

 

 

73,159

 

 

 

63,346

 

Other

 

 

15,364

 

 

 

14,397

 

Total property and equipment, net

 

$

209,802

 

 

$

195,239