Concentration risk, percentage
Breakdown
Segments
Foundry, logic and otherView metric
Dynamic random-access memory (DRAM)View metric
Flash memory (NAND)View metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Foundry, logic and other | 65% | 72% | 2% | 69% | 66% | 69% | 62% | 67% |
| Dynamic random-access memory (DRAM) | 32% | 24% | — | 27% | 27% | 22% | 34% | 29% |
| Flash memory (NAND) | 3% | 4% | — | 4% | 7% | 9% | 4% | 4% |
| Total | — | — | — | — | — | — | — | — |