v3.26.3
Revenues from contracts with customers (Tables)
 3 Months Ended
Sep. 25, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue by Geographical Regions
The following table presents total revenues by geographic region:
(in thousands, except percentages)Three Months Ended
September 25, 2026		As a % of Total
Revenues		Three Months Ended
September 26, 2025		As a % of Total
Revenues
Asia-Pacific and others
   Thailand$807,529 $570,165 
   Singapore145,873 64,935 
   China25,595 20,194 
   Malaysia19,453 24,870 
   Israel18,483 14,264 
   India17,452 1,162 
   Hong Kong10,034 1,839 
   Others16,997 13,837 
   Total revenue in Asia-Pacific and others1,061,416 72.0 %711,266 72.7 %
North America
   U.S.342,810 205,546 
   Mexico13,117 21,982 
 Others (1)
6,933 3,967 
   Total revenue in North America362,860 24.6 %231,495 23.7 %
Europe
   U.K.15,768 6,123 
   Germany16,238 12,433 
   Others18,177 16,811 
   Total revenue in Europe$50,183 3.4 %$35,367 3.6 %
     Total revenue$1,474,459 100.0 %$978,128 100.0 %
(1)Others includes revenues from external customers based in our country of domicile, the Cayman Islands, which for each period presented is $0.
Schedule of Revenues by End Market and Product
The following table presents revenues by end market and product category:
(in thousands, except percentages)Three Months Ended
September 25, 2026		As a % of Total
Revenues		Three Months Ended
September 26, 2025		As a % of Total
Revenues
Data center (1)
$777,132 52.7 %$437,610 44.7 %
Communications infrastructure (2)
443,917 30.1 %329,602 33.7 %
Automotive, Industrial and Others (3)
253,410 17.2 %210,916 21.6 %
Total revenue$1,474,459 100.0 %$978,128 100.0 %
(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.
Schedule of Activity in the Company's Contract Assets and Liabilities
The following table summarizes the activity in the Company’s contract liabilities:
Three Months Ended
(in thousands)September 25,
2026		September 26,
2025
Balance at the beginning of period$4,237 $14,467 
Advance payments received during the period8,073 4,074 
Revenue recognized(6,816)(8,765)
Balance at the end of period$5,494 $9,776