v3.26.1
Revenue (Tables)
6 Months Ended
Aug. 01, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table summarizes net revenue disaggregated by end market (in millions, except percentages):

Three Months EndedSix Months Ended
August 1,
2026
% of TotalAugust 2,
2025
% of TotalAugust 1,
2026
% of TotalAugust 2,
2025
% of Total
Net revenue by end market:
Data center$2,171.5 79 %$1,490.5 74 %$4,004.2 78 %$2,931.1 75 %
Communications and other567.8 21 %515.6 26 %1,152.9 22 %970.3 25 %
$2,739.3 $2,006.1 $5,157.1 $3,901.4 

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

Three Months EndedSix Months Ended
August 1,
2026
% of TotalAugust 2,
2025
% of TotalAugust 1,
2026
% of TotalAugust 2,
2025
% of Total
Net revenue based on destination of shipment:
China$1,161.5 42 %$583.4 29 %$2,219.4 43 %$1,292.333 %
Taiwan456.8 17 %541.2 27 %976.5 19 %868.5 22 %
Singapore337.3 12 %141.5 %497.3 10 %304.6 %
United States190.8 %310.8 15 %361.3 %616.0 16 %
Other592.9 22 %429.2 22 %1,102.6 21 %820.021 %
$2,739.3 $2,006.1 $5,157.1 $3,901.4
The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):

Three Months EndedSix Months Ended
August 1,
2026
% of TotalAugust 2,
2025
% of TotalAugust 1,
2026
% of TotalAugust 2,
2025
% of Total
Net revenue by customer type:
Direct customers$1,364.9 50 %$1,191.4 59 %$2,553.8 50 %$2,260.7 58 %
Distributors1,374.4 50 %814.7 41 %2,603.3 50 %1,640.7 42 %
$2,739.3 $2,006.1 $5,157.1 $3,901.4