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REVENUE (Tables)

9 Months Ended

Sep. 30, 2025

REVENUE

Schedule of disaggregation of revenue

Revenue by Market


		Three Months Ended September 30,						Nine Months Ended September 30,
		2025			2024			2025			2024

		(in millions)
Semiconductor Equipment		$	196.6		$	197.5		$	628.3		$	565.7
Industrial and Medical			71.2			76.9			204.1			239.4
Data Center Computing			171.6			80.6			409.4			195.5
Telecom and Networking			23.9			19.2			67.6			66.0
Total		$	463.3		$	374.2		$	1,309.4		$	1,066.6

Revenue by Significant Countries


		Three Months Ended September 30,												Nine Months Ended September 30,
		2025						2024						2025						2024

		(in millions)
United States		$	113.9		24.6	%		$	134.6		36.0	%		$	399.8		30.5	%		$	371.9		34.9	%
Mexico			72.4		15.6				41.0		11.0				155.2		11.9				109.8		10.3
Taiwan			37.1		8.0				41.0		11.0				94.6		7.2				119.6		11.2
Japan			71.1		15.3				11.9		3.2				167.0		12.8				36.9		3.4
All others			168.8		36.5				145.7		38.8				492.8		37.6				428.4		40.2
Total		$	463.3		100.0	%		$	374.2		100.0	%		$	1,309.4		100.0	%		$	1,066.6		100.0	%

Revenue by Category


		Three Months Ended September 30,						Nine Months Ended September 30,
		2025			2024			2025			2024

		(in millions)
Product		$	415.7		$	332.6		$	1,172.0		$	944.2
Services and other			47.6			41.6			137.4			122.4
Total		$	463.3		$	374.2		$	1,309.4		$	1,066.6