Segment Reporting and Geographic Information (Tables)

6 Months Ended

Jun. 30, 2026

Segment Reporting and Geographic Information

Schedule of sales by end-market


		Three months ended June 30,						Six months ended June 30,
		2026			2025			2026			2025

		(in thousands)
Sales by end-market
Semiconductor		$	130,678		$	123,874		$	239,720		$	247,697
Compound Semiconductor			20,527			14,197			39,335			28,594
Data Storage			22,201			12,354			32,414			19,059
Scientific & Other			20,075			15,679			40,353			38,046
Total		$	193,481		$	166,104		$	351,822		$	333,396
Sales by geographic region
United States		$	59,068		$	21,852		$	91,293		$	45,914
EMEA⁽¹⁾			16,003			18,533			31,787			30,870
China			48,085			27,490			68,041			98,382
Rest of APAC			69,798			98,186			160,162			158,162
Rest of World			527			43			539			68
Total		$	193,481		$	166,104		$	351,822		$	333,396

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

Schedule of sales by geographic region


		Three months ended June 30,						Six months ended June 30,
		2026			2025			2026			2025

		(in thousands)
Sales by end-market
Semiconductor		$	130,678		$	123,874		$	239,720		$	247,697
Compound Semiconductor			20,527			14,197			39,335			28,594
Data Storage			22,201			12,354			32,414			19,059
Scientific & Other			20,075			15,679			40,353			38,046
Total		$	193,481		$	166,104		$	351,822		$	333,396
Sales by geographic region
United States		$	59,068		$	21,852		$	91,293		$	45,914
EMEA⁽¹⁾			16,003			18,533			31,787			30,870
China			48,085			27,490			68,041			98,382
Rest of APAC			69,798			98,186			160,162			158,162
Rest of World			527			43			539			68
Total		$	193,481		$	166,104		$	351,822		$	333,396

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