v3.26.1
Segment and Geographic Information
 9 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Segment and Geographic Information Segment and Geographic Information
The Company is organized as, and operates in, one operating segment: the design, development and supply of power semiconductor products for computing, consumer electronics, communication and industrial applications. The chief operating decision-maker is the Chief Executive Officer. The financial information presented to the Company’s Chief Executive Officer is on a consolidated basis, accompanied by information about revenue by customer and geographic region, for purposes of evaluating financial performance and allocating resources. The Chief Executive Officer assesses performance of the Company, monitors budget versus actual results and determines how to allocate resources based on the consolidated net income or loss as reported on the Company’s Condensed Consolidated Statements of Income (Loss). There are no other expense categories regularly provided to the Chief Executive Officer that are not already included in the Condensed Consolidated Statements of Income (Loss). The Company has one business segment, and there are no segment managers who are held accountable for operations, operating results and plans for products or components below the consolidated unit level. Accordingly, the Company reports as a single operating segment.

The Company sells its products primarily to distributors in the Asia Pacific region, who in turn sell these products to end customers. Because the Company’s distributors sell their products to end customers which may have a global presence, revenue by geographical location is not necessarily representative of the geographical distribution of sales to end user markets.

The revenue by geographical location in the following tables is based on the country or region in which the products were shipped to:
Three Months Ended March 31,Nine Months Ended March 31,
 2026202520262025
(in thousands)(in thousands)
Hong Kong$155,655 $141,316 $489,833 $445,451 
China4,602 18,701 9,623 55,871 
South Korea520 515 1,468 1,214 
United States2,151 1,167 4,595 2,939 
Other countries864 2,936 3,037 14,203 

$163,792 $164,635 $508,556 $519,678 

The following is a summary of revenue by product type:
Three Months Ended March 31,Nine Months Ended March 31,
 2026202520262025
 (in thousands)(in thousands)
Power discrete$115,051 $106,822 $324,542 $342,232 
Power IC46,890 54,576 178,425 161,251 
Packaging and testing services and other1,851 438 5,589 2,354 
License and development services— 2,799 — 13,841 

$163,792 $164,635 $508,556 $519,678 
Long-lived assets, net consisting of property, plant and equipment and operating lease right-of-use assets, net by geographical area are as follows:
 March 31,
2026		June 30,
2025
(in thousands)
China$104,041 $99,389 
United States226,447 230,518 
Other countries6,241 5,478 
$336,729 $335,385