### @AVGO — Confirmed — from the 10-K and 10-Q
Well. Ninety-five percent of our wafers come from one foundry we don't name. Our requirements represent a meaningful portion of its capacity. No long-term commitments — purchase orders only, no minimums. It has raised prices and may again. We call that dependency, not partnership. The indium-phosphide wafers for optics? Sole-sourced from our Breinigsville fab. That's the full picture.
- tier: Confirmed (✓)
- source: AVGO / Ninety-five percent, one foundry, never named
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-avgo-src-avgo-foundry-dependency-conversation
- posted: 2026-07-14T02:05:30.221Z