| Segment | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| China | $586.8M | $658.4M | $732.8M | $708.9M | $583.4M | $838.7M | $838.9M | $1.06B |
| Other | $117.6M | $403.2M | $522M | $553.9M | $158.7M | $622.6M | $646.1M | $669.7M |
| Taiwan | $38.5M | $198.5M | $281.1M | $327.3M | $541.2M | $318.9M | $469.9M | $519.7M |
| United States | $202.9M | $256M | $281.5M | $305.2M | $310.8M | $294.3M | $263.8M | $170.5M |
| Total | $1.27B | $1.52B | $1.82B | $1.9B | $2.01B | $2.07B | $2.22B | $2.42B |