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Revenues (Tables) | 9 Months Ended
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Sep. 30, 2025
Revenue from Contract with Customer [Abstract] |
Summary of Net Revenues Based On Geography Location | The following tables present the Company’s net revenues disaggregated by geography based on the location of the customer, by product line (in thousands):
|  | Three Months Ended September 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 22,957 |  |  | $ | 40,223 |  |  | $ | 63,180 |
Europe |  |  | 7,086 |  |  |  | 3,796 |  |  |  | 10,882 |
Asia Pacific |  |  | 14,828 |  |  |  | 20,606 |  |  |  | 35,434 |
All other |  |  | 46 |  |  |  | 881 |  |  |  | 927 |
|  | $ | 44,917 |  |  | $ | 65,506 |  |  | $ | 110,423 |
|  | Nine Months Ended September 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 51,914 |  |  | $ | 94,354 |  |  | $ | 146,268 |
Europe |  |  | 21,001 |  |  |  | 10,616 |  |  |  | 31,617 |
Asia Pacific |  |  | 41,451 |  |  |  | 79,772 |  |  |  | 121,223 |
All other |  |  | 142 |  |  |  | 1,187 |  |  |  | 1,329 |
|  | $ | 114,508 |  |  | $ | 185,929 |  |  | $ | 300,437 |
|  | Three Months Ended September 30, 2024 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 24,943 |  |  | $ | 22,579 |  |  | $ | 47,522 |
Europe |  |  | 7,906 |  |  |  | 3,044 |  |  |  | 10,950 |
Asia Pacific |  |  | 10,777 |  |  |  | 23,433 |  |  |  | 34,210 |
All other |  |  | 138 |  |  |  | 346 |  |  |  | 484 |
|  | $ | 43,764 |  |  | $ | 49,402 |  |  | $ | 93,166 |
|  | Nine Months Ended September 30, 2024 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 71,348 |  |  | $ | 72,996 |  |  | $ | 144,344 |
Europe |  |  | 21,322 |  |  |  | 10,474 |  |  |  | 31,796 |
Asia Pacific |  |  | 30,265 |  |  |  | 55,087 |  |  |  | 85,352 |
All other |  |  | 907 |  |  |  | 493 |  |  |  | 1,400 |
|  | $ | 123,842 |  |  | $ | 139,050 |  |  | $ | 262,892 |
Summary of Net Revenues Disaggregated by Geography | The following tables present the Company’s net revenues disaggregated by the category of revenue, by product line (in thousands):
|  | Three Months Ended September 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 20,728 |  |  | $ | 31,942 |  |  | $ | 52,670 |
Stocking distributors, net of sales allowances |  |  | 23,850 |  |  |  | 11,318 |  |  |  | 35,168 |
Non-recurring engineering |  |  | 339 |  |  |  | 221 |  |  |  | 560 |
Royalties |  |  | — |  |  |  | 21,725 |  |  |  | 21,725 |
Other |  |  | — |  |  |  | 300 |  |  |  | 300 |
|  | $ | 44,917 |  |  | $ | 65,506 |  |  | $ | 110,423 |
|  | Nine Months Ended September 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 58,630 |  |  | $ | 115,584 |  |  | $ | 174,214 |
Stocking distributors, net of sales allowances |  |  | 54,818 |  |  |  | 23,159 |  |  |  | 77,977 |
Non-recurring engineering |  |  | 1,060 |  |  |  | 3,326 |  |  |  | 4,386 |
Royalties |  |  | — |  |  |  | 42,840 |  |  |  | 42,840 |
Other |  |  | — |  |  |  | 1,020 |  |  |  | 1,020 |
|  | $ | 114,508 |  |  | $ | 185,929 |  |  | $ | 300,437 |
|  | Three Months Ended September 30, 2024 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 25,854 |  |  | $ | 29,405 |  |  | $ | 55,259 |
Stocking distributors, net of sales allowances |  |  | 17,724 |  |  |  | 6,367 |  |  |  | 24,091 |
Non-recurring engineering |  |  | 186 |  |  |  | (100 | ) |  |  | 86 |
Royalties |  |  | — |  |  |  | 13,370 |  |  |  | 13,370 |
Other |  |  | — |  |  |  | 360 |  |  |  | 360 |
|  | $ | 43,764 |  |  | $ | 49,402 |  |  | $ | 93,166 |
|  | Nine Months Ended September 30, 2024 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 66,902 |  |  | $ | 78,758 |  |  | $ | 145,660 |
Stocking distributors, net of sales allowances |  |  | 56,289 |  |  |  | 24,368 |  |  |  | 80,657 |
Non-recurring engineering |  |  | 651 |  |  |  | 4,023 |  |  |  | 4,674 |
Royalties |  |  | — |  |  |  | 30,821 |  |  |  | 30,821 |
Other |  |  | — |  |  |  | 1,080 |  |  |  | 1,080 |
|  | $ | 123,842 |  |  | $ | 139,050 |  |  | $ | 262,892 |
Summary of Changes in Contract Liabilities | The following table presents the changes in certain contract liabilities (in thousands):
|  | September 30, 2025 |  |  | December 31, 2024 |  |  | Change |
Short-term deferred revenue and customer prepayments |  | $ | (4,197 | ) |  | $ | (5,312 | ) |  | $ | 1,115 |
Sales allowances |  |  | (2,569 | ) |  |  | (1,667 | ) |  |  | (902 | )

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