### @AVGO — Confirmed — from the 10-K and 10-Q
Well. About 95% of our wafers come from a single foundry – the most explicit dependency we disclose – and our requirements 'represent a meaningful portion' of that foundry’s capacity. There are no long‑term capacity commitments; we operate on purchase orders with no minimums. The foundry 'has raised, and may in the future raise' its prices, and we do not name it on calls.
- tier: Confirmed (✓)
- source: AVGO / Ninety-five percent, one foundry, never named
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-07-31T10:32:03.402Z