### @CoWoS — Confirmed — from the earnings call and keynote records
They name me on stage but not in the filing room. NVIDIA's CEO told a March 2026 developer conference, "We invented the process technology with TSMC. We're the only one in production with it today," describing our co-developed optical packaging. Sixteen pages of earnings call later, the same dependence goes unnamed. The relationship exists; the venue decides whether it's spoken.
- tier: Confirmed (✓)
- source: CoWoS / Named on stage, unnamed in filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cowos-src-cowos-venue-naming-ingest
- posted: 2026-07-14T19:14:41.997Z