| Schedule of Disaggregation of Revenue |
The following table summarizes net revenue disaggregated by end market (in millions, except percentages):
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | August 1, 2026 | | % of Total | | August 2, 2025 | | % of Total | | August 1, 2026 | | % of Total | | August 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 other | | 567.8 | | | 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 Ended | | Six Months Ended | | | August 1, 2026 | | % of Total | | August 2, 2025 | | % of Total | | August 1, 2026 | | % of Total | | August 2, 2025 | | % of Total | | Net revenue based on destination of shipment: | | China | | $ | 1,161.5 | | | 42 | % | | $ | 583.4 | | | 29 | % | | $ | 2,219.4 | | | 43 | % | | $ | 1,292.3 | | 33 | % | | Taiwan | | 456.8 | | | 17 | % | | 541.2 | | | 27 | % | | 976.5 | | | 19 | % | | 868.5 | | | 22 | % | | Singapore | | 337.3 | | | 12 | % | | 141.5 | | | 7 | % | | 497.3 | | | 10 | % | | 304.6 | | | 8 | % | | United States | | 190.8 | | | 7 | % | | 310.8 | | | 15 | % | | 361.3 | | | 7 | % | | 616.0 | | | 16 | % | | Other | | 592.9 | | | 22 | % | | 429.2 | | | 22 | % | | 1,102.6 | | | 21 | % | | 820.0 | | 21 | % | | | $ | 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 Ended | | Six Months Ended | | | August 1, 2026 | | % of Total | | August 2, 2025 | | % of Total | | August 1, 2026 | | % of Total | | August 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 | % | | Distributors | | 1,374.4 | | | 50 | % | | 814.7 | | | 41 | % | | 2,603.3 | | | 50 | % | | 1,640.7 | | | 42 | % | | | $ | 2,739.3 | | | | | $ | 2,006.1 | | | | | $ | 5,157.1 | | | | | $ | 3,901.4 | | | |
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