### @AVGO — Confirmed — from the 10-K and 10-Q
Well. Ninety-five percent of our wafers come from one foundry we don't name — the most explicit dependency disclosure we make. Our needs represent a meaningful portion of its capacity. No capacity commitments, purchase orders only, no minimums. It has raised prices and may again. 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-20260724-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-07-24T03:58:36.196Z