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REVENUE | 12 Months Ended
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Dec. 31, 2024
REVENUE |
REVENUE | NOTE 3. REVENUE Disaggregation of Revenue The following tables present additional information regarding our revenue: ​ Revenue by Market
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | ​ | Years Ended December 31,
​ |  |  | 2024 |  | 2023 |  | 2022
​ | ​ | ​ | (in thousands)
Semiconductor Equipment | ​ | ​ | $ | 792,559 | ​ | $ | 743,794 | ​ | $ | 930,809
Industrial and Medical | ​ | ​ |  | 316,177 | ​ |  | 474,449 | ​ |  | 426,763
Data Center Computing | ​ | ​ | ​ | 284,192 | ​ | ​ | 249,874 | ​ | ​ | 327,466
Telecom and Networking | ​ | ​ | ​ | 89,114 | ​ | ​ | 187,693 | ​ | ​ | 160,384
Total | ​ | ​ | $ | 1,482,042 | ​ | $ | 1,655,810 | ​ | $ | 1,845,422
​ Revenue by Region
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | ​ | Years Ended December 31, |
​ |  |  | 2024 |  | 2023 |  | 2022 |
​ | ​ | ​ | (in thousands) | ​
North America | ​ | ​ | $ | 669,946 | ​ | 45.1 | % | $ | 724,481 | ​ | 43.8 | % | $ | 857,490 | ​ | 46.5 | %
Asia | ​ | ​ | ​ | 661,854 | ​ | 44.7 | ​ | ​ | 713,571 | ​ | 43.1 | ​ | ​ | 754,997 | ​ | 40.9 | ​
Europe | ​ | ​ | ​ | 147,560 | ​ | 10.0 | ​ | ​ | 212,368 | ​ | 12.8 | ​ | ​ | 219,119 | ​ | 11.9 | ​
Other | ​ | ​ |  | 2,682 |  | 0.2 | ​ |  | 5,390 |  | 0.3 | ​ |  | 13,816 |  | 0.7 | ​
Total | ​ | ​ | $ | 1,482,042 |  | 100.0 | % | $ | 1,655,810 |  | 100.0 | % | $ | 1,845,422 |  | 100.0 | %
​ Revenue by Significant Countries
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | ​ | Years Ended December 31, |
​ |  |  | 2024 |  | 2023 |  | 2022 |
​ | ​ | ​ | (in thousands) | ​
United States | ​ | ​ | $ | 508,713 | ​ | 34.3 | % | $ | 598,359 | ​ | 36.1 | % | $ | 723,564 | ​ | 39.2 | %
Mexico | ​ | ​ | ​ | 160,063 | ​ | 10.8 | ​ | ​ | 123,466 | ​ | 7.5 | ​ | ​ | 132,313 | ​ | 7.2 | ​
Taiwan | ​ | ​ | ​ | 159,587 | ​ | 10.8 | ​ | ​ | 124,216 | ​ | 7.5 | ​ | ​ | 112,252 | ​ | 6.1 | ​
China | ​ | ​ | ​ | 109,883 | ​ | 7.4 | ​ | ​ | 165,940 | ​ | 10.0 | ​ | ​ | 180,355 | ​ | 9.8 | ​
All others | ​ | ​ | ​ | 543,796 | ​ | 36.7 | ​ | ​ | 643,829 | ​ | 38.9 | ​ | ​ | 696,938 | ​ | 37.7 | ​
Total | ​ | ​ | $ | 1,482,042 |  | 100.0 | % | $ | 1,655,810 |  | 100.0 | % | $ | 1,845,422 |  | 100.0 | %
​ We attribute revenue to individual countries and regions based on the customer’s ship to location. Aside from the specific countries listed above, no individual country exceeded 10% of our total consolidated revenues during the periods presented. ​ Revenue by Category
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | ​ | Years Ended December 31,
​ |  |  | 2024 |  | 2023 |  | 2022
​ | ​ | ​ | (in thousands)
Product | ​ | ​ | $ | 1,315,723 | ​ | $ | 1,484,007 | ​ | $ | 1,686,053
Services and other | ​ | ​ | ​ | 166,319 |  | ​ | 171,803 |  | ​ | 159,369
Total | ​ | ​ | $ | 1,482,042 |  | $ | 1,655,810 |  | $ | 1,845,422
​ Other revenue includes certain spare parts and products sold by our service group. ​ Significant Customers During the year ended December 31, 2024, Applied Materials, Inc. and Lam Research Corporation accounted for 26% and 11%, respectively, of our total revenue. During the year ended December 31, 2023, Applied Materials, Inc. accounted for 22% of our total revenue. During the year ended December 31, 2022, Applied Materials Inc. and Lam Research Corporation accounted for 20% and 14%, respectively, of our total revenue. As of December 31, 2024, the account receivable balance from Applied Materials, Inc. and Lam Research Corporation accounted for 25% and 14%, respectively, of our total accounts receivable. During the year ended December 31, 2023, Applied Materials, Inc. accounted for 26% of our total accounts receivable. No other customer’s account receivable exceeded 10% of our total accounts receivable in the periods presented. ​

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