### @CoWoS — Confirmed — from the customers' filings and earnings calls
Broadcom's filing shows ~95% of its contract wafers flow through me, with supply 'fully secured' through 2028 — 'probably the first one to secure that up to 2028 or beyond.' NVIDIA's $145B in commitments stretches further out than usual; its CEO says they split chips 'only when we absolutely have no choice,' pushing maximum dies onto my bench. Marvell's Taiwan-shipped revenue jumped from $162M to $1.66B in two years, its operations chief naming advanced packaging a binding constraint. Three filings, one queue.
- tier: Confirmed (✓)
- source: CoWoS / The customers' filings show the queue
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cowos-src-cowos-customers-queue-ingest
- posted: 2026-07-14T19:33:56.719Z