v3.26.1
REVENUE (Tables)
9 Months Ended
Mar. 29, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table presents the Company’s revenues disaggregated between systems and customer support-related revenue:
Three Months EndedNine Months Ended
March 29,
2026
March 30,
2025
March 29,
2026
March 30,
2025
(In thousands)
Systems revenue$3,730,582 $3,035,276 $10,635,640 $8,053,655 
Customer support-related revenue and other2,110,906 1,684,899 5,874,812 5,210,543 
$5,841,488 $4,720,175 $16,510,452 $13,264,198 
The following table presents the Company’s revenues disaggregated by geographic region:
Three Months EndedNine Months Ended
March 29,
2026
March 30,
2025
March 29,
2026
March 30,
2025
Revenue:(In thousands)
China$1,996,926 $1,467,299 $6,138,046 $4,368,501 
Korea1,352,538 1,150,480 3,189,325 3,002,825 
Taiwan1,317,304 1,125,955 3,413,611 2,478,997 
Japan470,727 474,935 1,548,335 1,139,597 
United States355,295 189,512 914,630 1,091,174 
Southeast Asia207,834 178,287 923,993 710,394 
Europe140,864 133,707 382,512 472,710 
$5,841,488 $4,720,175 $16,510,452 $13,264,198 
Schedule of System Revenues of Primary Markets
The following table presents the percentages of leading- and non-leading-edge equipment and upgrade revenue to each of the primary markets the Company serves:
Three Months EndedNine Months Ended
March 29,
2026
March 30,
2025
March 29,
2026
March 30,
2025
Foundry54 %48 %58 %42 %
Memory39 %43 %36 %43 %
Logic/integrated device manufacturing%%%15 %
Schedule of Contract Transaction Price Not Yet Recognized as Revenue
The following table summarizes the transaction price for contracts that have not yet been recognized as revenue as of March 29, 2026 and when the Company expects to recognize the amounts as revenue:
Less than 1 Year1-3 YearsMore than 3 YearsTotal
(In thousands)
Deferred revenue$1,508,943 $603,301 
(1)
$108,804 
(1)
$2,221,048 
(1)This amount is reported in Deferred profit on the Company's Condensed Consolidated Balance Sheets as the customers can demand the performance to be satisfied at any time.