Industry Segment Operations (Tables)

3 Months Ended

Jan. 28, 2024

Segment Reporting [Abstract]

Schedule of Net Sales And Operating Income (Loss) For Each Reportable Segment

Net revenue and operating income (loss) for each reportable segment were as follows:

	Three Months Ended
	Net Revenue		Operating Income (Loss)
	(In millions)
January 28, 2024:
Semiconductor Systems	$	4,909	$	1,744
Applied Global Services	1,476		417
Display and Adjacent Markets	244		25
Corporate and Other	78		(219)
Total	$	6,707	$	1,967
January 29, 2023:
Semiconductor Systems	$	5,162	$	1,855
Applied Global Services	1,369		345
Display and Adjacent Markets	167		3
Corporate and Other	41		(233)
Total	$	6,739	$	1,970

Schedule of Revenue From External Customers by Geographic Areas

Net revenue by geographic region, determined by the location of customers’ facilities to which products were shipped to, were as follows:

	Three Months Ended
	January 28, 2024				January 29, 2023				Change
	(In millions, except percentages)
China	$	2,997	45	%	$	1,145	17	%	162	%
Korea	1,231		18	%	1,293		19	%	(5)	%
Taiwan	559		8	%	1,968		29	%	(72)	%
Japan	565		9	%	456		7	%	24	%
Southeast Asia	186		3	%	253		4	%	(26)	%
Asia Pacific	5,538		83	%	5,115		76	%	8	%
United States	759		11	%	1,051		16	%	(28)	%
Europe	410		6	%	573		8	%	(28)	%
Total	$	6,707	100	%	$	6,739	100	%	—	%

Schedule of Disaggregation of Revenue

Net revenue for Semiconductor Systems by end use application for the periods indicated were as follows:

	Three Months Ended
	January 28, 2024		January 29, 2023
Foundry, logic and other	62	%	77	%
Dynamic random-access memory (DRAM)	34	%	13	%
Flash memory	4	%	10	%
	100	%	100	%

Schedule of Reconciliations of Total Segment Operating Income To Consolidated Operating Income (Loss)

The reconciling items included in Corporate and Other were as follows: 

	Three Months Ended
	January 28, 2024		January 29, 2023
	(In millions)
Unallocated net revenue	$	78	$	41
Unallocated cost of products sold and expenses	(297)		(274)
Total	$	(219)	$	(233)

Schedule of Companies Accounted For At Least 10 Percent of Net Sales

The following customer accounted for at least 10 percent of our net revenue for the three months ended January 28, 2024, and sales to this customer included products and services from multiple reportable segments.

 

	Percentage of Net Revenue
Samsung Electronics Co., Ltd.	15	%