Quarterly report [Sections 13 or 15(d)]

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

v3.26.1
SEGMENT REPORTING AND GEOGRAPHIC INFORMATION - Summary of Results for Reportable Segments (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2026
Mar. 31, 2025
Segment Reporting and Geographic Information        
Revenues $ 3,415,078 $ 3,063,029 $ 9,921,920 $ 8,981,421
Less:        
Cost of revenue 1,327,672 1,175,689 3,841,952 3,544,581
Research and development 388,763 338,043 1,133,095 1,007,345
Selling, general and administrative 291,134 248,905 840,041 767,028
Operating segments        
Segment Reporting and Geographic Information        
Revenues 3,415,582 3,063,869 9,921,617 8,982,567
Less:        
Segment profit (loss) 1,407,619 1,311,365 4,093,508 3,438,445
Operating segments | Semiconductor Process Control        
Segment Reporting and Geographic Information        
Revenues 3,083,912 2,738,817 8,987,952 8,069,711
Less:        
Cost of revenue 1,127,180 973,623 3,269,059 2,924,658
Research and development 344,303 289,222 989,147 862,992
Selling, general and administrative 240,772 198,305 693,436 607,133
Other segment items 8,805 10,062 28,294 32,185
Segment profit (loss) 1,362,852 1,267,605 4,008,016 3,642,743
Operating segments | Specialty Semiconductor Process        
Segment Reporting and Geographic Information        
Revenues 164,028 156,500 424,360 445,241
Less:        
Cost of revenue 88,505 72,673 223,734 215,798
Research and development 13,806 12,827 44,223 34,145
Selling, general and administrative 11,524 10,415 34,912 38,117
Other segment items 26,754 27,199 81,316 81,763
Segment profit (loss) 23,439 33,386 40,175 75,418
Operating segments | PCB and Component Inspection        
Segment Reporting and Geographic Information        
Revenues 167,642 168,552 509,305 467,615
Less:        
Cost of revenue 80,956 87,453 254,571 273,453
Research and development 29,905 30,414 99,018 101,750
Selling, general and administrative 24,033 23,909 75,002 77,962
Other segment items 11,420 16,402 35,397 294,166
Segment profit (loss) $ 21,328 $ 10,374 $ 45,317 $ (279,716)