NOTE 2. REVENUE Disaggregation of revenue The following tables present additional information regarding our revenue: Revenue by Market | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | | 2026 | | 2025 | | 2026 | | 2025 | | | | (in millions) | Semiconductor Equipment | | $ | 322.2 | | $ | 196.6 | | $ | 819.9 | | $ | 628.3 | Data Center Computing | | | 256.2 | | | 171.6 | | | 641.9 | | | 409.4 | Industrial and Medical | | | 90.5 | | | 71.2 | | | 242.5 | | | 204.1 | Telecom and Networking | | | 27.5 | | | 23.9 | | | 77.2 | | | 67.6 | Total | | $ | 696.4 | | $ | 463.3 | | $ | 1,781.5 | | $ | 1,309.4 |
Revenue by Significant Countries | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | | Nine Months Ended September 30, | | | | 2026 | | | 2025 | | | 2026 | | | 2025 | | | | | (in millions) | United States | | $ | 176.9 | | 25.4 | % | | $ | 113.9 | | 24.6 | % | | $ | 451.7 | | 25.4 | % | | $ | 399.8 | | 30.5 | % | Mexico | | | 179.2 | | 25.7 | | | | 72.4 | | 15.6 | | | | 436.3 | | 24.5 | | | | 155.2 | | 11.9 | | Malaysia | | | 82.2 | | 11.8 | | | | 44.4 | | 9.6 | | | | 194.5 | | 10.9 | | | | 117.4 | | 9.0 | | Japan | | | 47.9 | | 6.9 | | | | 71.1 | | 15.3 | | | | 138.1 | | 7.8 | | | | 167.0 | | 12.8 | | All others | | | 210.2 | | 30.2 | | | | 161.5 | | 34.9 | | | | 560.9 | | 31.4 | | | | 470.0 | | 35.8 | | Total | | $ | 696.4 | | 100.0 | % | | $ | 463.3 | | 100.0 | % | | $ | 1,781.5 | | 100.0 | % | | $ | 1,309.4 | | 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 September 30, | | Nine Months Ended September 30, | | | 2026 | | 2025 | | 2026 | | 2025 | | | | (in millions) | Product | | $ | 646.6 | | $ | 415.7 | | $ | 1,638.2 | | $ | 1,172.0 | Services and other | | | 49.8 | | | 47.6 | | | 143.3 | | | 137.4 | Total | | $ | 696.4 | | $ | 463.3 | | $ | 1,781.5 | | $ | 1,309.4 |
Other revenue includes certain spare parts and products sold by our service group.
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