Operating Segments and Geographic Information (Tables)

3 Months Ended

Sep. 27, 2025

Segment Reporting [Abstract]

Schedule of Concentration Risks

The table below discloses our total net revenue by type of product (in millions, except percentage data):

	Three Months Ended
	September 27, 2025				September 28, 2024
	Amount		% of Total		Amount		% of Total
Components	379.2		71.0	%	231.4		68.7	%
Systems	154.6		29.0	%	105.5		31.3	%
Net revenue	$	533.8	100.0	%	$	336.9	100.0	%

Schedule of Revenue by Geographic Region

The following table presents net revenue by the three geographic regions we operate in and net revenue from countries that generally represented 10% or more of our total net revenue (in millions, except percentage data):

	Three Months Ended
	September 27, 2025				September 28, 2024
	Amount		% of Total		Amount		% of Total
Net revenue:
Americas:
United States	$	93.7	17.6	%	$	65.4	19.4	%
Mexico	73.6		13.8		33.9		10.0
Other Americas	8.6		1.6		2.9		0.9
Total Americas	$	175.9	33.0	%	$	102.2	30.3	%
Asia-Pacific:
Hong Kong	$	92.9	17.4	%	$	88.7	26.4	%
Thailand	109.1		20.4		52.5		15.6
China	49.3		9.2		14.6		4.3
Japan	21.0		3.9		16.9		5.0
Other Asia-Pacific	49.4		9.3		31.4		9.3
Total Asia-Pacific	$	321.7	60.2	%	$	204.1	60.6	%
EMEA	$	36.2	6.8	%	$	30.6	9.1	%
Total net revenue	$	533.8	100.0	%	$	336.9	100.0	%

Schedule of Long-Lived Assets by Geographic Region

Long-lived assets, namely property, plant and equipment, net, were identified based on the physical location of the assets in the corresponding geographic areas as of the periods indicated (in millions):

	September 27, 2025		June 28, 2025
Property, plant and equipment, net
United States	$	124.8	$	123.0
Thailand	240.4		218.6
Japan	164.5		144.3
United Kingdom	119.1		109.4
China	90.9		76.8
Other countries	55.1		54.3
Total property, plant and equipment, net	$	794.8	$	726.4