| Segment | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| United States | $13.02B | $19.62B | $23.61B | $25.69B | $23.47B | $39.18B | $51.86B | $63.77B |
| Taiwan | $5.74B | $6.19B | $6.24B | $7.65B | $8.53B | $13.75B | $12.04B | $12.01B |
| China (including Hong Kong) | $3.67B | $8.14B | $7.82B | $9.66B | $2.77B | $2.97B | $3.06B | $4.55B |
| Other | $1.99B | $1.13B | $1.67B | $1.07B | $1.82B | $1.11B | $1.17B | $1.29B |
| Total | $30.04B | $35.08B | $39.33B | $44.06B | $46.74B | $57.01B | $68.13B | $81.62B |