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REVENUE (Tables)
3 Months Ended
Sep. 28, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table presents the Company’s revenues disaggregated between systems and customer support-related revenue:
Three Months Ended
September 28,
2025
September 29,
2024
(In thousands)
Systems revenue$3,547,565 $2,392,730 
Customer support-related revenue and other1,776,608 1,775,246 
$5,324,173 $4,167,976 
The following table presents the Company’s revenues disaggregated by geographic region:
Three Months Ended
September 28,
2025
September 29,
2024
Revenue:(In thousands)
China$2,282,573 $1,558,404 
Taiwan1,027,214 615,368 
Korea776,301 762,081 
Japan529,297 301,386 
United States304,716 488,381 
Southeast Asia302,254 244,789 
Europe101,818 197,567 
$5,324,173 $4,167,976 
Schedule of System Revenues of Primary Markets
The following table presents the percentages of leading- and non-leading-edge equipment and upgrade revenue to each of the primary markets the Company serves:
Three Months Ended
September 28,
2025
September 29,
2024
Foundry60 %41 %
Memory34 %35 %
Logic/integrated device manufacturing%24 %
Schedule of Contract Transaction Price Not Yet Recognized as Revenue
The following table summarizes the transaction price for contracts that have not yet been recognized as revenue as of September 28, 2025 and when the Company expects to recognize the amounts as revenue:
Less than 1 Year1-3 YearsMore than 3 YearsTotal
(In thousands)
Deferred revenue$2,187,323 $515,473 
(1)
$66,407 
(1)
$2,769,203 
(1)This amount is reported in Deferred profit on the Company's Condensed Consolidated Balance Sheets as the customers can demand the performance to be satisfied at any time.