v3.26.1
Revenues from contracts with customers (Tables)
 12 Months Ended
Jun. 26, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Activity in the Company's Contract Assets and Contract Liabilities
The following tables summarize the activity in the Company’s contract liabilities during the years ended June 26, 2026, June 27, 2025, and June 28, 2024:
(in thousands)Contract 
Liabilities
Balance as of June 30, 2023$3,036 
Advance payment received during the year11,069 
Revenue recognized(6,259)
Balance as of June 28, 2024$7,846 
Advance payment received during the year23,640 
Revenue recognized(17,019)
Balance as of June 27, 2025$14,467 
Advance payment received during the year73,273 
Revenue recognized(83,503)
Balance as of June 26, 2026$4,237 
Schedule of Disaggregation of Revenue by Geographical Regions
The following table presents total revenues by geographic regions:
Years Ended
(in thousands, except percentages)June 26,
2026		As a %
of Total
Revenues		June 27,
2025		As a %
of Total
Revenues		June 28,
2024		As a %
of Total
Revenues
Asia-Pacific and others
Thailand$2,842,089 $2,123,346 $1,817,517 
Singapore254,710 220,282 200,494 
Malaysia113,926 39,275 33,853 
China88,373 58,881 62,088 
Israel54,832 34,802 15,626 
Japan38,040 34,419 21,586 
Others35,509 30,994 94,431 
   Total revenue in Asia-Pacific and others3,427,479 73.9 %2,541,999 74.3 %2,245,595 77.9 %
North America
U.S.965,419 679,546 481,664 
Mexico70,565 45,514 34,958 
Others (1)
18,261 12,951 7,104 
   Total revenue in North America1,054,245 22.7 738,011 21.6 523,726 18.2 
Europe
Germany49,289 45,015 42,542 
U.K.36,542 25,327 15,554 
Others73,542 68,975 55,550 
   Total revenue in Europe159,373 3.4 139,317 4.1 113,646 3.9 
         Total revenue$4,641,097 100.0 %$3,419,327 100.0 %$2,882,967 100.0 %
(1)    Others includes Cayman Islands, our country of domicile. For each year presented, we had no revenue attributed to customers in the Cayman Islands.
Schedule of Revenues by End Market
The following table presents revenues by end market and product category.
(in thousands, except percentages)Year ended June 26, 2026As a % of Total
Revenues		Year ended June 27, 2025As a % of Total
Revenues		Year ended June 28, 2024As a % of Total
Revenues
Data center (1)
$2,225,081 47.9 %$1,579,915 46.2 %$1,529,693 53.1 %
Communications infrastructure (2)
1,546,403 33.3 1,049,397 30.7 767,368 26.6 
Automotive, Industrial and Others (3)
869,613 18.8 790,015 23.1 585,906 20.3 
Total revenue$4,641,097 100.0 %$3,419,327 100.0 %$2,882,967 100.0 %
(1)    Data center includes data center interconnect (DCI), high-performance computing (HPC), and other data center-specific applications.
(2)    Communications infrastructure includes communications and networking products that are not specific to data center applications, primarily telecommunications products excluding DCI.
(3)    Automotive, Industrial and Others includes products serving automotive components, industrial, medical devices and sensors.