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REVENUE (Tables)
3 Months Ended
Mar. 31, 2025
REVENUE  
Schedule of disaggregation of revenue

Revenue by Market

Three Months Ended March 31, 

    

2025

2024

    

(in millions)

Semiconductor Equipment

$

222.2

$

179.9

Industrial and Medical

 

64.3

 

83.4

Data Center Computing

96.2

41.9

Telecom and Networking

21.9

22.3

Total

$

404.6

$

327.5

Revenue by Significant Countries

Three Months Ended March 31, 

    

2025

    

2024

(in millions)

United States

$

144.2

    

35.7

%

    

$

107.8

    

32.9

%

Mexico

41.7

10.3

25.9

7.9

Taiwan

28.9

7.1

39.5

12.1

Malaysia

42.5

10.5

21.4

6.5

All others

147.3

36.4

132.9

40.6

Total

$

404.6

100.0

%

$

327.5

100.0

%

Revenue by Category

Three Months Ended March 31, 

    

2025

2024

    

(in millions)

Product

$

360.2

$

286.3

Services and other

44.4

 

41.2

Total

$

404.6

 

$

327.5