Segment Reporting and Geographic Information (Tables)

9 Months Ended

Sep. 30, 2026

Segment Reporting and Geographic Information

Schedule of sales by end-market


		Three months ended September 30,						Nine months ended September 30,
		2026			2025			2026			2025

		(in thousands)
Sales by end-market
Semiconductor		$	135,254		$	118,322		$	374,974		$	366,019
Compound Semiconductor			40,202			10,912			79,537			39,506
Data Storage			20,006			9,971			52,420			29,030
Scientific & Other			13,922			26,676			54,275			64,722
Total		$	209,384		$	165,881		$	561,206		$	499,277
Sales by geographic region
United States		$	65,006		$	26,513		$	156,299		$	72,427
EMEA⁽¹⁾			24,653			11,581			56,440			42,451
China			24,581			45,650			92,622			144,032
Rest of APAC			95,125			82,100			255,287			240,262
Rest of World			19			37			558			105
Total		$	209,384		$	165,881		$	561,206		$	499,277

(1)	EMEA consists of Europe, the Middle East, and Africa

Schedule of sales by geographic region


		Three months ended September 30,						Nine months ended September 30,
		2026			2025			2026			2025

		(in thousands)
Sales by end-market
Semiconductor		$	135,254		$	118,322		$	374,974		$	366,019
Compound Semiconductor			40,202			10,912			79,537			39,506
Data Storage			20,006			9,971			52,420			29,030
Scientific & Other			13,922			26,676			54,275			64,722
Total		$	209,384		$	165,881		$	561,206		$	499,277
Sales by geographic region
United States		$	65,006		$	26,513		$	156,299		$	72,427
EMEA⁽¹⁾			24,653			11,581			56,440			42,451
China			24,581			45,650			92,622			144,032
Rest of APAC			95,125			82,100			255,287			240,262
Rest of World			19			37			558			105
Total		$	209,384		$	165,881		$	561,206		$	499,277

(1)	EMEA consists of Europe, the Middle East, and Africa