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Revenues (Tables) | 6 Months Ended
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Jun. 30, 2026
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 June 30, 2026 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 20,355 |  |  | $ | 57,062 |  |  | $ | 77,417 |
Europe |  |  | 12,115 |  |  |  | 4,099 |  |  |  | 16,214 |
Asia Pacific |  |  | 16,698 |  |  |  | 32,705 |  |  |  | 49,403 |
All other |  |  | 23 |  |  |  | 295 |  |  |  | 318 |
|  | $ | 49,191 |  |  | $ | 94,161 |  |  | $ | 143,352 |
|  | Six Months Ended June 30, 2026 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 43,570 |  |  | $ | 91,560 |  |  | $ | 135,130 |
Europe |  |  | 22,386 |  |  |  | 7,428 |  |  |  | 29,814 |
Asia Pacific |  |  | 31,200 |  |  |  | 59,425 |  |  |  | 90,625 |
All other |  |  | 84 |  |  |  | 668 |  |  |  | 752 |
|  | $ | 97,240 |  |  | $ | 159,081 |  |  | $ | 256,321 |
|  | Three Months Ended June 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 15,422 |  |  | $ | 30,824 |  |  | $ | 46,246 |
Europe |  |  | 6,142 |  |  |  | 4,720 |  |  |  | 10,862 |
Asia Pacific |  |  | 13,822 |  |  |  | 24,880 |  |  |  | 38,702 |
All other |  |  | 94 |  |  |  | 142 |  |  |  | 236 |
|  | $ | 35,480 |  |  | $ | 60,566 |  |  | $ | 96,046 |
|  | Six Months Ended June 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
United States |  | $ | 28,957 |  |  | $ | 54,131 |  |  | $ | 83,088 |
Europe |  |  | 13,915 |  |  |  | 6,820 |  |  |  | 20,735 |
Asia Pacific |  |  | 26,623 |  |  |  | 59,166 |  |  |  | 85,789 |
All other |  |  | 96 |  |  |  | 306 |  |  |  | 402 |
|  | $ | 69,591 |  |  | $ | 120,423 |  |  | $ | 190,014 |
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 June 30, 2026 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 25,786 |  |  | $ | 52,371 |  |  | $ | 78,157 |
Stocking distributors, net of sales allowances |  |  | 23,314 |  |  |  | 9,432 |  |  |  | 32,746 |
Non-recurring engineering |  |  | 91 |  |  |  | 1,932 |  |  |  | 2,023 |
Royalties |  |  | — |  |  |  | 30,426 |  |  |  | 30,426 |
Other |  |  | — |  |  |  | — |  |  |  | — |
|  | $ | 49,191 |  |  | $ | 94,161 |  |  | $ | 143,352 |
|  | Six Months Ended June 30, 2026 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 50,691 |  |  | $ | 92,463 |  |  | $ | 143,154 |
Stocking distributors, net of sales allowances |  |  | 46,373 |  |  |  | 17,794 |  |  |  | 64,167 |
Non-recurring engineering |  |  | 176 |  |  |  | 3,433 |  |  |  | 3,609 |
Royalties |  |  | — |  |  |  | 45,391 |  |  |  | 45,391 |
Other |  |  | — |  |  |  | — |  |  |  | — |
|  | $ | 97,240 |  |  | $ | 159,081 |  |  | $ | 256,321 |
|  | Three Months Ended June 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 19,620 |  |  | $ | 40,154 |  |  | $ | 59,774 |
Stocking distributors, net of sales allowances |  |  | 15,604 |  |  |  | 7,995 |  |  |  | 23,599 |
Non-recurring engineering |  |  | 256 |  |  |  | 1,704 |  |  |  | 1,960 |
Royalties |  |  | — |  |  |  | 10,353 |  |  |  | 10,353 |
Other |  |  | — |  |  |  | 360 |  |  |  | 360 |
|  | $ | 35,480 |  |  | $ | 60,566 |  |  | $ | 96,046 |
|  | Six Months Ended June 30, 2025 |
|  | Brick Products |  |  | Advanced Products |  |  | Total |
Direct customers, contract manufacturers and non-stocking distributors |  | $ | 37,902 |  |  | $ | 83,642 |  |  | $ | 121,544 |
Stocking distributors, net of sales allowances |  |  | 30,968 |  |  |  | 11,841 |  |  |  | 42,809 |
Non-recurring engineering |  |  | 721 |  |  |  | 3,105 |  |  |  | 3,826 |
Royalties |  |  | — |  |  |  | 21,115 |  |  |  | 21,115 |
Other |  |  | — |  |  |  | 720 |  |  |  | 720 |
|  | $ | 69,591 |  |  | $ | 120,423 |  |  | $ | 190,014 |
Summary of Changes in Contract Liabilities | The following table presents the changes in certain contract liabilities (in thousands):
|  | June 30, 2026 |  |  | December 31, 2025 |  |  | Change |
Short-term deferred revenue and customer prepayments |  | $ | (875 | ) |  | $ | (3,426 | ) |  | $ | 2,551 |
Sales allowances |  |  | (4,414 | ) |  |  | (3,136 | ) |  |  | (1,278 | )

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