NOTE 2. REVENUE Disaggregation of revenue The following tables present additional information regarding our revenue: Revenue by Market | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | | 2026 | | 2025 | | 2026 | | 2025 | | | | (in millions) | Semiconductor Equipment | | $ | 278.3 | | $ | 209.5 | | $ | 497.7 | | $ | 431.7 | Data Center Computing | | | 191.5 | | | 141.6 | | | 385.7 | | | 237.8 | Industrial and Medical | | | 80.0 | | | 68.6 | | | 152.0 | | | 132.9 | Telecom and Networking | | | 24.3 | | | 21.8 | | | 49.7 | | | 43.7 | Total | | $ | 574.1 | | $ | 441.5 | | $ | 1,085.1 | | $ | 846.1 |
Revenue by Significant Countries | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | | Six Months Ended June 30, | | | | 2026 | | | 2025 | | | 2026 | | | 2025 | | | | | (in millions) | United States | | $ | 132.3 | | 23.0 | % | | $ | 141.7 | | 32.1 | % | | $ | 274.8 | | 25.3 | % | | $ | 285.9 | | 33.8 | % | Mexico | | | 124.1 | | 21.6 | | | | 41.1 | | 9.3 | | | | 257.1 | | 23.7 | | | | 82.8 | | 9.8 | | Malaysia | | | 66.5 | | 11.6 | | | | 30.5 | | 6.9 | | | | 112.3 | | 10.3 | | | | 73.0 | | 8.6 | | Japan | | | 60.8 | | 10.6 | | | | 64.6 | | 14.6 | | | | 90.2 | | 8.3 | | | | 95.9 | | 11.3 | | All others | | | 190.4 | | 33.2 | | | | 163.6 | | 37.1 | | | | 350.7 | | 32.4 | | | | 308.5 | | 36.5 | | Total | | $ | 574.1 | | 100.0 | % | | $ | 441.5 | | 100.0 | % | | $ | 1,085.1 | | 100.0 | % | | $ | 846.1 | | 100.0 | % |
We attribute revenue to individual countries based on the customer’s ship-to location. Excluding the specific countries listed above, no individual country exceeded 10% of our total consolidated revenues during the periods presented. Revenue by Category | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | | 2026 | | 2025 | | 2026 | | 2025 | | | | (in millions) | Product | | $ | 526.3 | | $ | 396.1 | | $ | 991.6 | | $ | 756.3 | Services and other | | | 47.8 | | | 45.4 | | | 93.5 | | | 89.8 | Total | | $ | 574.1 | | $ | 441.5 | | $ | 1,085.1 | | $ | 846.1 |
Other revenue includes certain spare parts and products sold by our service group.
|