| Revenues and Accounts Receivable From Our Largest Customers |
Revenues and accounts receivable from the Company's largest customers were as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
% of Total Revenue for the
Three Months Ended June 30, |
|
% of Total Revenue for the
Six Months Ended June 30, |
|
Accounts Receivable as of |
|
Customer |
|
2024 |
|
2023 |
|
2024 |
|
2023 |
|
June 30, 2024 |
|
A |
|
48% |
|
36% |
|
45% |
|
33% |
|
$ |
11,815 |
|
B |
|
23% |
|
22% |
|
24% |
|
24% |
|
$ |
36,140 |
|
C |
|
14% |
|
13% |
|
15% |
|
17% |
|
$ |
41,170 |
|
D |
|
5% |
|
14% |
|
5% |
|
11% |
|
$ |
9,497 |
|
|
| Revenues by Geographic Area |
Revenues from outside of North America represented approximately 98% of consolidated revenue for both three-month periods ended June 30, 2024 and 2023, and 98% and 97% for the six months ended June 30, 2024 and 2023, respectively. Revenues by geographic area are as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Three Months Ended June 30, |
|
|
Six Months Ended June 30, |
|
Country |
|
2024 |
|
|
2023 |
|
|
2024 |
|
|
2023 |
|
South Korea |
|
$ |
108,194 |
|
|
$ |
82,029 |
|
|
$ |
210,592 |
|
|
$ |
148,089 |
|
China |
|
|
45,236 |
|
|
|
57,520 |
|
|
|
102,706 |
|
|
|
114,947 |
|
Japan |
|
|
1,256 |
|
|
|
1,509 |
|
|
|
2,510 |
|
|
|
3,156 |
|
Other non-U.S. locations |
|
|
273 |
|
|
|
1,978 |
|
|
|
1,938 |
|
|
|
3,315 |
|
Total non-U.S. locations |
|
|
154,959 |
|
|
|
143,036 |
|
|
|
317,746 |
|
|
|
269,507 |
|
United States |
|
|
3,546 |
|
|
|
3,529 |
|
|
|
6,018 |
|
|
|
7,525 |
|
Total revenue |
|
$ |
158,505 |
|
|
$ |
146,565 |
|
|
$ |
323,764 |
|
|
$ |
277,032 |
|
|
| Long-Lived Assets (Net) by Geographic Area |
Property and equipment, net by geographic area are as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
June 30, 2024 |
|
|
December 31, 2023 |
|
United States |
|
$ |
120,681 |
|
|
$ |
118,250 |
|
Ireland |
|
|
50,109 |
|
|
|
42,203 |
|
Other |
|
|
14,684 |
|
|
|
14,697 |
|
Total property and equipment, net |
|
$ |
185,474 |
|
|
$ |
175,150 |
|
|