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SEGMENT REPORTING AND GEOGRAPHIC INFORMATION (Tables)
 6 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Results for Reportable Segments
The following is a summary of results for each of our three reportable segments for the indicated periods:
(In thousands)
Semiconductor Process ControlSpecialty Semiconductor ProcessPCB and Component InspectionTotal
For the three months ended December 31, 2025
Revenue$3,004,648 $140,577 $152,175 $3,297,400 
Less:
Cost of revenue1,085,042 73,688 80,432 
R&D333,828 16,911 37,001 
SG&A237,621 11,951 25,266 
Other segment items (1)
9,744 27,281 11,978 
Segment profit (loss)$1,338,413 $10,746 $(2,502)$1,346,657 
For the three months ended December 31, 2024
Revenue$2,755,743 $160,407 $161,080 $3,077,230 
Less:
Cost of revenue992,666 79,285 105,554 
R&D299,315 11,018 35,319 
SG&A215,406 13,762 26,397 
Other segment items (1)
10,546 27,283 259,929 
Segment profit (loss)$1,237,810 $29,059 $(266,119)$1,000,750 
For the six months ended December 31, 2025
Revenue$5,904,040 $260,332 $341,663 $6,506,035 
Less:
Cost of revenue2,141,879 135,229 173,615 
R&D644,844 30,417 69,113 
SG&A452,664 23,388 50,969 
Other segment items (1)
19,489 54,562 23,977 
Segment profit$2,645,164 $16,736 $23,989 $2,685,889 
For the six months ended December 31, 2024
Revenue$5,330,894 $288,741 $299,063 $5,918,698 
Less:
Cost of revenue1,951,035 143,125 186,000 
R&D573,770 21,318 71,336 
SG&A408,828 27,702 54,053 
Other segment items (1)
22,123 54,564 277,764 
Segment profit (loss)$2,375,138 $42,032 $(290,090)$2,127,080 
__________________
(1)Other segment items for each reportable segment includes:
•Semiconductor Process Control — amortization of purchased intangible assets and acquisition related expenses.
•Specialty Semiconductor Process — amortization of purchased intangible assets.
•PCB and Component Inspection — amortization of purchased intangible assets for all periods presented and impairment of goodwill and purchased intangible assets for the three and six months ended December 31, 2024.
Schedule of Reconciliation of Total Reportable Segments Revenue to Total Revenue
The following table reconciles total reportable segment revenue to total revenue for the indicated periods:
 Three Months Ended December 31,Six Months Ended December 31,
(In thousands)2025202420252024
Total revenues for reportable segments$3,297,400 $3,077,230 $6,506,035 $5,918,698 
Effects of changes in foreign currency exchange rates(254)(379)807 (306)
Total revenues$3,297,146 $3,076,851 $6,506,842 $5,918,392 
Schedule of Reconciliation of Total Segment Gross Profit to Income Before Income Taxes
The following table reconciles total segment profit to total income before income taxes for the indicated periods:
 Three Months Ended December 31,Six Months Ended December 31,
(In thousands)2025202420252024
Total segment profit$1,346,657 $1,000,750 $2,685,889 $2,127,080 
Unallocated amounts (1)
(15,489)(2,302)(13,434)4,105 
Interest expense69,668 74,981 140,743 157,152 
Other expense (income), net(37,825)(44,458)(81,199)(85,393)
Income before income taxes$1,330,303 $972,529 $2,639,779 $2,051,216 
__________________
(1)Unallocated amounts include effects of changes in exchange rates, as well as restructuring costs and other corporate expenses.
Schedule of Revenues by Geographic Region
The following is a summary of revenues by geographic region, based on ship-to location, for the indicated periods:
(Dollar amounts in thousands)Three Months Ended December 31,Six Months Ended December 31,
2025202420252024
Revenues:
China$994,891 30.2 %$1,092,525 35.5 %$2,262,047 34.8 %$2,290,829 38.7 %
Taiwan844,987 25.6 %881,211 28.6 %1,638,595 25.2 %1,343,202 22.7 %
Korea479,314 14.5 %357,434 11.6 %778,687 12.0 %596,108 10.1 %
North America394,231 12.0 %286,191 9.3 %692,138 10.6 %787,134 13.3 %
Japan229,050 6.9 %228,614 7.5 %524,259 8.1 %417,183 7.0 %
Rest of Asia193,503 5.9 %96,610 3.1 %298,970 4.5 %204,850 3.5 %
Europe and Israel161,170 4.9 %134,266 4.4 %312,146 4.8 %279,086 4.7 %
Total$3,297,146 100.0 %$3,076,851 100.0 %$6,506,842 100.0 %$5,918,392 100.0 %
Schedule of Revenues by Major Products
The following is a summary of revenues by major product categories for the indicated periods:
(Dollar amounts in thousands)Three Months Ended December 31,Six Months Ended December 31,
2025202420252024
Revenues:
Wafer Inspection$1,572,782 48 %$1,562,610 51 %$3,110,026 48 %$2,931,553 50 %
Patterning696,161 21 %530,680 17 %1,363,588 21 %1,107,089 19 %
Specialty Semiconductor Process121,588 4 %142,987 5 %221,807 3 %255,789 4 %
PCB and Component Inspection80,348 2 %93,327 3 %197,646 3 %166,235 3 %
Services786,053 24 %667,389 22 %1,530,743 24 %1,311,541 22 %
Other40,214 1 %79,858 2 %83,032 1 %146,185 2 %
Total$3,297,146 100 %$3,076,851 100 %$6,506,842 100 %$5,918,392 100 %
Schedule of Long-Lived Assets by Geographic Region
Land, property and equipment, net by geographic region as of the dates indicated below were as follows:
As ofAs of
(In thousands)December 31, 2025June 30, 2025
Land, property and equipment, net:
United States$764,869 $728,162 
Europe280,639 253,848 
Singapore165,596 153,052 
Rest of Asia71,257 49,109 
Israel62,407 68,604 
Total$1,344,768 $1,252,775