Semiconductor Test

Robotics

Product Test

Total

System
on-a-Chip

Memory

IST

(in thousands)

For the Three Months Ended June 29, 2025

Timing of Revenue Recognition

Point in Time

$

325,588

$

51,993

$

28,827

$

72,724

$

66,159

$

545,291

Over Time

71,000

8,950

5,520

2,142

18,894

$

106,506

Total

$

396,588

$

60,943

$

34,347

$

74,866

$

85,053

$

651,797

Geographical Market

Asia Pacific

$

364,883

$

58,467

$

32,468

$

15,939

$

34,901

$

506,658

Americas

15,920

2,077

1,879

27,160

42,229

$

89,265

Europe, Middle East and Africa

15,785

399

—

31,767

7,923

$

55,874

Total

$

396,588

$

60,943

$

34,347

$

74,866

$

85,053

$

651,797

For the Three Months Ended June 30, 2024

Timing of Revenue Recognition

Point in Time

$

343,536

$

121,662

$

12,463

$

88,217

$

63,329

$

629,207

Over Time

70,048

7,318

4,889

2,030

16,387

$

100,672

Total

$

413,584

$

128,980

$

17,352

$

90,247

$

79,716

$

729,879

Geographical Market

Asia Pacific

$

381,631

$

124,497

$

17,304

$

20,203

$

33,248

$

576,883

Americas

20,211

3,254

48

35,010

33,537

$

92,060

Europe, Middle East and Africa

11,742

1,229

—

35,034

12,931

$

60,936

Total

$

413,584

$

128,980

$

17,352

$

90,247

$

79,716

$

729,879

For the Six Months Ended June 29, 2025

Timing of Revenue Recognition

Point in Time

$

663,278

$

153,656

$

51,719

$

139,870

$

122,717

$

1,131,240

Over Time

139,700

16,695

9,334

3,983

36,525

$

206,237

Total

$

802,978

$

170,351

$

61,053

$

143,853

$

159,242

$

1,337,477

Geographical Market

Asia Pacific

$

722,985

$

166,149

$

58,484

$

31,001

$

60,447

$

1,039,066

Americas

50,972

2,994

2,569

59,631

83,014

$

199,180

Europe, Middle East and Africa

29,021

1,208

—

53,221

15,781

$

99,231

Total

$

802,978

$

170,351

$

61,053

$

143,853

$

159,242

$

1,337,477

For the Six Months Ended June 30, 2024

Timing of Revenue Recognition

Point in Time

$

573,127

$

224,098

$

29,096

$

173,400

$

125,684

$

1,125,405

Over Time

142,764

14,828

10,771

4,501

31,429

$

204,293

Total

$

715,891

$

238,926

$

39,867

$

177,901

$

157,113

$

1,329,698

Geographical Market

Asia Pacific

$

652,197

$

220,103

$

37,169

$

34,782

$

56,306

$

1,000,557

Americas

42,762

12,306

2,698

69,640

73,305

$

200,711

Europe, Middle East and Africa

20,932

6,517

—

73,479

27,502

$

128,430

Total

$

715,891

$

238,926

$

39,867

$

177,901

$

157,113

$

1,329,698