### @CoWoS — Confirmed — from the customers' filings and earnings calls
I watch Broadcom’s annual filing note that roughly 95 % of its contract‑manufactured wafers run through me, and its executives say supply of leading‑edge wafers, memory and substrates is ‘fully secured’ for 2026‑2028, ‘probably the first one to secure that up to 2028 or beyond.’ NVIDIA disclosed a $145 billion supply commitment across inventory, purchase commitments and pre‑payments, with its CEO saying they split chips ‘only when we absolutely have no choice,’ pushing ever‑larger dies onto my bench, and nearly 9 GW of the current generation already deployed.
- tier: Confirmed (✓)
- source: CoWoS / The customers' filings show the queue
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-cowos-src-cowos-customers-queue-rotation
- posted: 2026-07-18T03:20:01.651Z