Segment Reporting and Geographic Information

9 Months Ended

Sep. 30, 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								Nine Months Ended
	September 30,				October 1,				September 30,				October 1,
	2023				2022				2023				2022
Systems and software	$	169,346	82	%	$	216,082	85	%	$	495,523	83	%	$	646,252	86	%
Parts		20,100	10	%		21,598	8	%		58,665	10	%		64,211	9	%
Services		17,739	8	%		16,573	7	%		42,824	7	%		41,450	5	%
Total revenue	$	207,185	100	%	$	254,253	100	%	$	597,012	100	%	$	751,913	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				Nine Months Ended
	September 30		October 1,		September 30,		October 1,
	2023		2022		2023		2022
Revenue from third parties:
South Korea	$	38,892	$	41,039	$	122,205	$	171,055
China		29,785		78,412		108,294		215,578
United States		29,805		27,443		103,756		79,164
Taiwan		28,084		49,611		85,802		151,460
Southeast Asia		25,060		25,863		68,040		45,627
Japan		32,597		13,755		60,832		33,423
Europe		22,962		18,130		48,083		55,606
Total revenue	$	207,185	$	254,253	$	597,012	$	751,913

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

	Nine Months Ended
	September 30,			October 1,
	2023			2022
Samsung Semiconductor		20	%		10	%
Taiwan Semiconductor Manufacturing Co. Ltd.		11	%		15	%
SK Hynix Inc.		4	%		14	%
Yangtze Memory Technologies Co. Ltd		0	%		11	%