Segment Reporting and Geographic Information

3 Months Ended

Mar. 30, 2024

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
	March 30,				April 1,
	2024				2023
Systems and software	$	194,836	85	%	$	166,824	84	%
Parts		20,108	9	%		20,423	10	%
Services		13,902	6	%		11,918	6	%
Total revenue	$	228,846	100	%	$	199,165	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
	March 30		April 1,
	2024		2023
Revenue from third parties:
South Korea	$	80,239	$	45,473
Taiwan		71,103		26,705
China		20,994		36,551
United States		20,868		40,713
Southeast Asia		16,078		17,301
Japan		13,335		14,504
Europe		6,229		17,918
Total revenue	$	228,846	$	199,165

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

	Three Months Ended
	March 30,			April 1,
	2024			2023
Samsung Semiconductor		26	%		20	%
Taiwan Semiconductor Manufacturing Co. Ltd.		26	%		14	%
SK Hynix Inc.		12	%		2	%