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Revenues (Tables)

9 Months Ended

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	)