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REVENUE (Tables)

6 Months Ended

Jun. 30, 2025

REVENUE

Schedule of disaggregation of revenue

Revenue by Market


		Three Months Ended June 30,						Six Months Ended June 30,
		2025			2024			2025			2024

		(in millions)
Semiconductor Equipment		$	209.5		$	188.3		$	431.7		$	368.2
Industrial and Medical			68.6			79.1			132.9			162.5
Data Center Computing			141.6			73.0			237.8			114.9
Telecom and Networking			21.8			24.5			43.7			46.8
Total		$	441.5		$	364.9		$	846.1		$	692.4

Revenue by Significant Countries


		Three Months Ended June 30,												Six Months Ended June 30,
		2025						2024						2025						2024

		(in millions)
United States		$	141.7		32.1	%		$	129.5		35.5	%		$	285.9		33.8	%		$	237.3		34.3	%
Mexico			41.1		9.3				42.9		11.8				82.8		9.8				68.8		9.9
Taiwan			28.6		6.5				39.1		10.7				57.5		6.8				78.6		11.4
Japan			64.6		14.6				12.7		3.5				95.9		11.3				25.0		3.6
All others			165.5		37.5				140.7		38.5				324.0		38.3				282.7		40.8
Total		$	441.5		100.0	%		$	364.9		100.0	%		$	846.1		100.0	%		$	692.4		100.0	%

Revenue by Category


		Three Months Ended June 30,						Six Months Ended June 30,
		2025			2024			2025			2024

		(in millions)
Product		$	396.1		$	325.4		$	756.3		$	611.6
Services and other			45.4			39.5			89.8			80.8
Total		$	441.5		$	364.9		$	846.1		$	692.4