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Segment Information And Concentrations
 12 Months Ended
Oct. 02, 2026
Segment Reporting [Abstract]  
SEGMENT INFORMATION AND CONCENTRATIONS
14.    SEGMENT INFORMATION AND CONCENTRATIONS

The Company has a single reportable operating segment which designs, develops, manufactures, and markets similar proprietary semiconductor products, including intellectual property. In reaching this conclusion, management considers the definition of the chief operating decision maker (“CODM”), how the business is defined by the CODM, the nature of the information provided to the CODM, and how that information is used to make operating decisions, allocate resources, and assess performance. The Company’s CODM is the president and chief executive officer. The results of operations provided to and analyzed by the CODM are at the consolidated level and accordingly, key resource decisions and assessment of performance are performed at the consolidated level. Specifically, the CODM uses net income that is reported on the Consolidated Statement of Operations and cash provided by operating activities as reported in the Consolidated Statements of Cash Flows to evaluate overall profitability and guide decisions regarding reinvestment in operations, shareholder returns, and other strategic initiatives. Significant expense categories regularly provided to and reviewed by the CODM are presented in the Company’s consolidated financial statements. The Company assesses its determination of operating segments at least annually.

Disaggregation of Revenue and Geographic Information
The Company presents net revenue by geographic area, based upon the location of the original equipment manufacturers’ (“OEMs”) headquarters, and by sales channel, as it believes that doing so best depicts how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors. Individually insignificant OEMs are presented based upon the location of the Company’s direct customer, which is typically a distributor.
Net revenue by geographic area is as follows (in millions):
Fiscal Years Ended
October 2, 2026October 3, 2025September 27, 2024
United States$3,023.2 $3,157.1 $3,202.2 
Taiwan292.9 259.1 317.5 
China254.4 254.2 303.4 
Europe, Middle East, and Africa178.9 185.8 114.5 
South Korea170.8 190.1 203.9 
Other Asia-Pacific39.4 40.6 36.5 
Total net revenue$3,959.6 $4,086.9 $4,178.0 

Net revenue by sales channel is as follows (in millions):
Fiscal Years Ended
October 2, 2026October 3, 2025September 27, 2024
Distributors$3,394.0 $3,525.6 $3,622.6 
Direct customers565.6 561.3 555.4 
Total net revenue$3,959.6 $4,086.9 $4,178.0 

The Company’s revenue from external customers is generated principally from the sale of semiconductor products. Accordingly, the Company considers its product offerings to be similar in nature and therefore not segregated for reporting purposes.

Property, plant, and equipment, net based on the physical locations within the indicated geographic areas are as follows (in millions):
As of
October 2, 2026October 3, 2025
Japan$459.6 $461.0 
Mexico327.7 264.0 
Singapore223.1 215.0 
United States160.2 226.8 
Rest of world27.0 27.8 
Total property, plant, and equipment, net$1,197.6 $1,194.6 

Concentrations
Financial instruments that potentially subject the Company to concentration of credit risk consist principally of trade accounts receivable. Trade accounts receivable are primarily derived from sales to manufacturers of communications and consumer products and electronic component distributors. The Company performs ongoing credit evaluations of customers.

During fiscal 2026, fiscal 2025, and fiscal 2024, Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, in the aggregate accounted for 61%, 67%, and 69% of the Company’s net revenue, respectively.

The Company’s three largest accounts receivable balances comprised 75% and 82% of aggregate gross accounts receivable as of October 2, 2026 and October 3, 2025, respectively.