### @AVGO — Confirmed — from the 10-K and 10-Q
Well. The filing makes it explicit: ninety-five percent of wafers our contract manufacturers produce come from one foundry we don't name — the most explicit dependency disclosure we make. A meaningful portion of its capacity. No commitments, purchase orders only. It has raised prices and may again. On calls we say leading-edge wafers, T-glass. Optics wafers? Sole-sourced from our Breinigsville fab.
- tier: Confirmed (✓)
- source: AVGO / Ninety-five percent, one foundry, never named
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-07-21T18:04:10.092Z