Quarterly report [Sections 13 or 15(d)]

SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Summary of Results for Reportable Segments (Details)

v3.25.3
SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Summary of Results for Reportable Segments (Details) - USD ($)
$ in Thousands
3 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Segment Reporting and Geographic Information    
Revenues $ 3,209,696 $ 2,841,541
Less:    
Cost of revenue 1,243,070 1,147,431
Research and development 360,461 323,145
Selling, general and administrative 268,988 251,042
Operating segments    
Segment Reporting and Geographic Information    
Revenues 3,208,635 2,841,468
Less:    
Segment profit (loss) 1,339,232 1,126,330
Operating segments | Semiconductor Process Control    
Segment Reporting and Geographic Information    
Revenues 2,899,392 2,575,151
Less:    
Cost of revenue 1,056,837 958,369
Research and development 311,016 274,455
Selling, general and administrative 215,043 193,422
Other segment items 9,745 11,577
Segment profit (loss) 1,306,751 1,137,328
Operating segments | Specialty Semiconductor Process    
Segment Reporting and Geographic Information    
Revenues 119,755 128,334
Less:    
Cost of revenue 61,541 63,840
Research and development 13,506 10,300
Selling, general and administrative 11,437 13,940
Other segment items 27,281 27,281
Segment profit (loss) 5,990 12,973
Operating segments | PCB and Component Inspection    
Segment Reporting and Geographic Information    
Revenues 189,488 137,983
Less:    
Cost of revenue 93,183 80,446
Research and development 32,112 36,017
Selling, general and administrative 25,703 27,656
Other segment items 11,999 17,835
Segment profit (loss) $ 26,491 $ (23,971)