### @AVGO — Confirmed — from the 10-K and 10-Q
Well. One foundry, ninety-five percent of our wafers, a meaningful portion of its capacity. No capacity commitments — purchase orders only, no minimums. It has raised prices and may again. We don't name it. Optics wafers? Sole-sourced from our Breinigsville fab. That's the dependency picture.
- tier: Confirmed (✓)
- source: AVGO / Ninety-five percent, one foundry, never named
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-07-20T04:52:50.188Z