Segment Reporting and Geographic Information

9 Months Ended

Sep. 25, 2021

Segment Reporting [Abstract]

Segment Reporting and Geographic Information

NOTE 15. 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 25,				September 26,				September 25,				September 26,
	2021				2020				2021				2020
Systems and software	$	170,937	85	%	$	97,774	77	%	$	475,345	84	%	$	321,062	80	%
Parts		17,804	9	%		18,815	15	%		53,919	10	%		48,719	12	%
Services		11,848	6	%		9,903	8	%		33,991	6	%		31,587	8	%
Total revenue	$	200,589	100	%	$	126,492	100	%	$	563,255	100	%	$	401,368	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 25,		September 26,		September 25,		September 26,
	2021		2020		2021		2020
Revenue from third parties:
Taiwan	$	59,258	$	30,028	$	144,052	$	97,206
South Korea		29,877		13,250		121,705		56,971
China		30,442		31,911		98,495		90,295
United States		40,483		16,036		91,663		58,062
Europe		16,685		12,173		48,517		37,331
Japan		14,306		13,698		39,557		42,632
Southeast Asia		9,538		9,396		19,266		18,871
Total revenue	$	200,589	$	126,492	$	563,255	$	401,368

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

	Nine Months Ended
	September 25,			September 26,
	2021			2020
Taiwan Semiconductor Manufacturing Co. Ltd.		18	%		16	%
Samsung Semiconductor		18	%		14	%