Quarterly report [Sections 13 or 15(d)]

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

v3.25.4
SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Summary of Results for Reportable Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Segment Reporting and Geographic Information        
Revenues $ 3,297,146 $ 3,076,851 $ 6,506,842 $ 5,918,392
Less:        
Cost of revenue 1,271,210 1,221,461 2,514,280 2,368,892
Research and development 383,871 346,157 744,332 669,302
Selling, general and administrative 279,919 267,081 548,907 518,123
Operating segments        
Segment Reporting and Geographic Information        
Revenues 3,297,400 3,077,230 6,506,035 5,918,698
Less:        
Segment profit (loss) 1,346,657 1,000,750 2,685,889 2,127,080
Operating segments | Semiconductor Process Control        
Segment Reporting and Geographic Information        
Revenues 3,004,648 2,755,743 5,904,040 5,330,894
Less:        
Cost of revenue 1,085,042 992,666 2,141,879 1,951,035
Research and development 333,828 299,315 644,844 573,770
Selling, general and administrative 237,621 215,406 452,664 408,828
Other segment items 9,744 10,546 19,489 22,123
Segment profit (loss) 1,338,413 1,237,810 2,645,164 2,375,138
Operating segments | Specialty Semiconductor Process        
Segment Reporting and Geographic Information        
Revenues 140,577 160,407 260,332 288,741
Less:        
Cost of revenue 73,688 79,285 135,229 143,125
Research and development 16,911 11,018 30,417 21,318
Selling, general and administrative 11,951 13,762 23,388 27,702
Other segment items 27,281 27,283 54,562 54,564
Segment profit (loss) 10,746 29,059 16,736 42,032
Operating segments | PCB and Component Inspection        
Segment Reporting and Geographic Information        
Revenues 152,175 161,080 341,663 299,063
Less:        
Cost of revenue 80,432 105,554 173,615 186,000
Research and development 37,001 35,319 69,113 71,336
Selling, general and administrative 25,266 26,397 50,969 54,053
Other segment items 11,978 259,929 23,977 277,764
Segment profit (loss) $ (2,502) $ (266,119) $ 23,989 $ (290,090)