v3.26.1
Business segments and geographic information (Tables)
 12 Months Ended
Jun. 26, 2026
Segment Reporting [Abstract]  
Segment Reporting
The following table provides information about the Company's revenue, significant segment expenses and other segment expenses:
Years Ended
(in thousands of U.S. dollars, except per share data)June 26, 2026June 27, 2025June 28, 2024
Revenues$4,641,097 $3,419,327 $2,882,967 
Cost of revenues(4,084,586)(3,005,978)(2,526,849)
Gross profit556,511 413,349 356,118 
Selling, general and administrative expenses(93,507)(87,466)(78,481)
Restructuring and other related costs(117)(1,436)(32)
Operating income462,887 324,447 277,605 
Interest income32,418 40,162 33,204 
Interest expense(84)— (124)
Foreign exchange gain (loss), net2,866 (9,251)382 
Other income (expense), net57,026 (178)287 
Income before income taxes555,113 355,180 311,354 
Income tax expense(82,086)(22,653)(15,173)
Net income473,027 332,527 296,181 
Schedule of Long-Lived Assets by Geographic Areas
The following table presents long-lived assets by the country in which they are based:
Years Ended
(in thousands)June 26,
2026		June 27,
2025		June 28,
2024
Long-Lived Assets:
Thailand$562,044 $338,127 $261,378 
U.S.35,610 30,374 31,383 
China18,698 14,378 16,618 
Israel2,149 2,727 2,269 
Others540 802 928 
Total619,041 386,408 312,576 
Schedule of Total Revenues by Percentage from Individual Customers Representing Ten Percent or More of Total Revenues
Total revenues, by percentage, from individual customers representing 10% or more of total revenues in the respective periods were as follows:
Years Ended
June 26,
2026		June 27,
2025		June 28,
2024
Cisco Systems, Inc.19.9 %18.2 %13.4 %
NVIDIA Corporation16.3 %27.6 %35.1 %
Nokia Corporation10.7 %**
Amazon.com, Inc.10.5 %**
*    Represents less than 10% of total revenues.
Schedule of Accounts Receivable from Individual Customers Representing Ten Percent or More of Accounts Receivable
Accounts receivable from individual customers representing 10% or more of accounts receivable as of June 26, 2026 and June 27, 2025, respectively, were as follows:
As of June 26,
2026		As of June 27,
2025
Cisco Systems, Inc.16.1 %13.7 %
Nokia Corporation14.2 %12.0 %
Amazon.com, Inc.11.5 %*
NVIDIA Corporation*25.5 %
*    Represents less than 10% of total accounts receivable.