REVENUE (Tables)

6 Months Ended

Dec. 28, 2025

Revenue from Contract with Customer [Abstract]

The following table presents the Company’s revenues disaggregated between systems and customer support-related revenue:


	Three Months Ended				Six Months Ended
	December 28, 2025		December 29, 2024		December 28, 2025		December 29, 2024
	(In thousands)
Systems revenue	$	3,357,493	$	2,625,649	$	6,905,058	$	5,018,379
Customer support-related revenue and other	1,987,298		1,750,398		3,763,906		3,525,644
	$	5,344,791	$	4,376,047	$	10,668,964	$	8,544,023

The following table presents the Company’s revenues disaggregated by geographic region:


	Three Months Ended				Six Months Ended
	December 28, 2025		December 29, 2024		December 28, 2025		December 29, 2024
Revenue:	(In thousands)
China	$	1,858,547	$	1,342,798	$	4,141,120	$	2,901,202
Taiwan	1,069,093		737,674		2,096,307		1,353,042
Korea	1,060,486		1,090,264		1,836,787		1,852,345
Japan	548,311		363,276		1,077,608		664,662
Southeast Asia	413,905		287,318		716,159		532,107
United States	254,619		413,281		559,335		901,662
Europe	139,830		141,436		241,648		339,003
	$	5,344,791	$	4,376,047	$	10,668,964	$	8,544,023

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				Six Months Ended
	December 28, 2025		December 29, 2024		December 28, 2025		December 29, 2024
Foundry	59	%	35	%	60	%	38	%
Memory	34	%	50	%	34	%	43	%
Logic/integrated device manufacturing	7	%	15	%	6	%	19	%

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 December 28, 2025 and when the Company expects to recognize the amounts as revenue:


	Less than 1 Year		1-3 Years			More than 3 Years			Total
	(In thousands)
Deferred revenue	$	1,546,892	$	597,979	(1)	$	105,130	(1)	$	2,250,001

(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.