Quarterly report [Sections 13 or 15(d)]

SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Schedule of Revenue from External Customers (Details)

v3.25.4
SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Schedule of Revenue from External Customers (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
Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 100.00% 100.00% 100.00% 100.00%
China        
Segment Reporting and Geographic Information        
Revenues $ 994,891 $ 1,092,525 $ 2,262,047 $ 2,290,829
China | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 30.20% 35.50% 34.80% 38.70%
Taiwan        
Segment Reporting and Geographic Information        
Revenues $ 844,987 $ 881,211 $ 1,638,595 $ 1,343,202
Taiwan | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 25.60% 28.60% 25.20% 22.70%
Korea        
Segment Reporting and Geographic Information        
Revenues $ 479,314 $ 357,434 $ 778,687 $ 596,108
Korea | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 14.50% 11.60% 12.00% 10.10%
North America        
Segment Reporting and Geographic Information        
Revenues $ 394,231 $ 286,191 $ 692,138 $ 787,134
North America | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 12.00% 9.30% 10.60% 13.30%
Japan        
Segment Reporting and Geographic Information        
Revenues $ 229,050 $ 228,614 $ 524,259 $ 417,183
Japan | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 6.90% 7.50% 8.10% 7.00%
Rest of Asia        
Segment Reporting and Geographic Information        
Revenues $ 193,503 $ 96,610 $ 298,970 $ 204,850
Rest of Asia | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 5.90% 3.10% 4.50% 3.50%
Europe and Israel        
Segment Reporting and Geographic Information        
Revenues $ 161,170 $ 134,266 $ 312,146 $ 279,086
Europe and Israel | Geographic Concentration Risk | Revenue from Contract with Customer Benchmark        
Segment Reporting and Geographic Information        
Concentration risk, percentage 4.90% 4.40% 4.80% 4.70%