Segment Reporting and Geographic Information

6 Months Ended

Jul. 02, 2022

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								Six Months Ended
	July 2,				June 26,				July 2,				June 26,
	2022				2021				2022				2021
Systems and software	$	220,786	86	%	$	162,898	84	%	$	430,170	86	%	$	304,407	84	%
Parts		22,756	9	%		18,697	10	%		42,613	9	%		36,115	10	%
Services		12,768	5	%		11,792	6	%		24,877	5	%		22,144	6	%
Total revenue	$	256,310	100	%	$	193,387	100	%	$	497,660	100	%	$	362,666	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 2,		June 26,		July 2,		June 26,
	2022		2021		2022		2021
Revenue from third parties:
China	$	67,619	$	42,274	$	131,013	$	68,053
South Korea		68,881		41,299		130,016		91,828
Taiwan		48,456		48,501		101,848		84,793
United States		31,073		25,700		57,874		51,180
Europe		19,048		14,446		37,476		31,832
Southeast Asia		10,444		3,781		19,669		9,729
Japan		10,789		17,386		19,764		25,251
Total revenue	$	256,310	$	193,387	$	497,660	$	362,666

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

	Six Months Ended
	July 2,			June 26,
	2022			2021
SK Hynix Inc.		17	%		9	%
Taiwan Semiconductor Manufacturing Co. Ltd.		15	%		16	%
Samsung Semiconductor		11	%		22	%