Revenue (Tables)

3 Months Ended

May 02, 2026

Revenue from Contract with Customer [Abstract]

The following table summarizes net revenue disaggregated by end market (in millions, except percentages):


	Three Months Ended
	May 2, 2026		% of Total		May 3, 2025		% of Total
Net revenue by end market:
Data center	$	1,832.7	76	%	$	1,440.6	76	%
Communications and other	585.1		24	%	454.7		24	%
	$	2,417.8			$	1,895.3

The following table summarizes net revenue disaggregated by primary geographical market based on destination of shipment (in millions, except percentages):


	Three Months Ended
	May 2, 2026		% of Total		May 3, 2025		% of Total
Net revenue based on destination of shipment:
China	$	1,057.9	44	%	$	708.9	37	%
Taiwan	519.7		21	%	327.3		17	%
United States	170.5		7	%	305.2		16	%
Other	669.7		28	%	553.9		30	%
	$	2,417.8			$	1,895.3

The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):


	Three Months Ended
	May 2, 2026		% of Total		May 3, 2025		% of Total
Net revenue by customer type:
Direct customers	$	1,188.9	49	%	$	1,069.3	56	%
Distributors	1,228.9		51	%	826.0		44	%
	$	2,417.8			$	1,895.3