Segment Reporting and Geographic Information

6 Months Ended

Jul. 01, 2023

Segment Reporting [Abstract]

Segment Reporting and Geographic Information

NOTE 14. Segment Reporting and Geographic Information

The Company is engaged in the design, development, manufacture and support of high-performance control metrology, defect inspection, lithography and data analysis systems used by microelectronics device manufacturers. The Company and its subsidiaries currently operate in a single operating segment: the design, development, manufacture and support of high-performance process control defect inspection and metrology, lithography and process control software systems used by microelectronics device manufacturers. Therefore, the Company has one reportable segment. The Company’s chief operating decision maker is the Chief Executive Officer (the “CEO”). The CEO allocates resources and assesses performance of the business and other activities at the reportable segment level.

The following table lists the different sources of revenue:

	Three Months Ended								Six Months Ended
	July 1,				July 2,				July 1,				July 2,
	2023				2022				2023				2022
Systems and software	$	159,353	83	%	$	220,786	86	%	$	326,177	84	%	$	430,170	86	%
Parts		18,142	10	%		22,756	9	%		38,565	10	%		42,613	9	%
Services		13,167	7	%		12,768	5	%		25,085	6	%		24,877	5	%
Total revenue	$	190,662	100	%	$	256,310	100	%	$	389,827	100	%	$	497,660	100	%

The Company’s significant operations outside the United States include sales, service and application offices in Asia and Europe. For geographical revenue reporting, revenue is attributed to the geographic location to which the product is shipped. Revenue by geographic region is as follows:

	Three Months Ended				Six Months Ended
	July 1,		July 2,		July 1,		July 2,
	2023		2022		2023		2022
Revenue from third parties:
South Korea	$	37,840	$	68,881	$	83,313	$	130,016
China		41,957		67,619		78,509		131,013
United States		33,237		31,073		73,951		57,874
Taiwan		31,013		48,456		57,718		101,848
Southeast Asia		25,680		10,444		42,980		19,669
Japan		13,732		10,789		28,235		19,764
Europe		7,203		19,048		25,121		37,476
Total revenue	$	190,662	$	256,310	$	389,827	$	497,660

The following customers accounted for 10% or more of total revenue for the indicated periods:

	Six Months Ended
	July 1,			July 2,
	2023			2022
Samsung Semiconductor		21	%		11	%
Taiwan Semiconductor Manufacturing Co. Ltd.		13	%		15	%
SK Hynix Inc.		2	%		17	%