Segment Information (Tables)

9 Months Ended

Oct. 26, 2025

Net sales and gross profit by reportable segment were as follows:


	Three Months Ended October 26, 2025
(in thousands)	Signal Integrity			Analog Mixed Signal and Wireless			Total Semiconductor Products			IoT Systems and Connectivity			Unallocated(1)		Total
Net sales	$	81,614		$	97,037		$	178,651		$	88,320		$	—	$	266,971
Segment cost of sales	28,457			40,750			69,207			55,956			3,330		128,493
Segment gross profit	$	53,157		$	56,287		$	109,444		$	32,364		$	(3,330)	$	138,478

Segment gross margin	65.1		%	58.0		%	61.3		%	36.6		%	NM(2)
Gross margin															51.9		%

(1) Unallocated includes share-based compensation, and amortization of acquired technology

(2) Not meaningful


	Nine Months Ended October 26, 2025
(in thousands)	Signal Integrity			Analog Mixed Signal and Wireless			Total Semiconductor Products			IoT Systems and Connectivity			Unallocated(1)		Total
Net sales	$	231,893		$	279,702		$	511,595		$	264,025		$	—	$	775,620
Segment cost of sales	82,713			112,410			195,123			166,684			9,941		371,748
Segment gross profit	$	149,180		$	167,292		$	316,472		$	97,341		$	(9,941)	$	403,872

Segment gross margin	64.3		%	59.8		%	61.9		%	36.9		%	NM(2)
Gross margin															52.1		%

(1) Unallocated includes share-based compensation, and amortization of acquired technology

(2) Not meaningful


	Three Months Ended October 27, 2024
(in thousands)	Signal Integrity			Analog Mixed Signal and Wireless			Total Semiconductor Products			IoT Systems and Connectivity			Unallocated(1)		Total
Net sales	$	71,509		$	82,829		$	154,338		$	82,487		$	—	$	236,825
Segment cost of sales	26,386			35,474			61,860			48,656			5,341		115,857
Segment gross profit	$	45,123		$	47,355		$	92,478		$	33,831		$	(5,341)	$	120,968

Segment gross margin	63.1		%	57.2		%	59.9		%	41.0		%	NM(2)
Gross margin															51.1		%

(1) Unallocated includes share-based compensation, and amortization of acquired technology

(2) Not meaningful


	Nine Months Ended October 27, 2024
(in thousands)	Signal Integrity			Analog Mixed Signal and Wireless			Total Semiconductor Products			IoT Systems and Connectivity			Unallocated(1)		Total
Net sales	$	189,242		$	237,484		$	426,726		$	231,559		$	—	$	658,285
Segment cost of sales	72,590			104,026			176,616			143,523			12,122		332,261
Segment gross profit	$	116,652		$	133,458		$	250,110		$	88,036		$	(12,122)	$	326,024

Segment gross margin	61.6		%	56.2		%	58.6		%	38.0		%	NM(2)
Gross margin															49.5		%

(1) Unallocated includes share-based compensation, and amortization of acquired technology

(2) Not meaningful

Net sales activity by geographic region was as follows:


	Three Months Ended		Nine Months Ended
(percentage of total net sales)	October 26, 2025	October 27, 2024	October 26, 2025	October 27, 2024
Asia-Pacific	68%	63%	65%	64%
North America	23%	23%	23%	22%
Europe	9%	14%	12%	14%
	100%	100%	100%	100%

The table below summarizes sales activity to geographies that represented greater than 10% of total sales for at least one of the periods presented:


	Three Months Ended		Nine Months Ended
(percentage of total net sales)	October 26, 2025	October 27, 2024	October 26, 2025	October 27, 2024
China (including Hong Kong)	49%	44%	46%	44%
United States	19%	21%	19%	21%

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