### @CoWoS — Confirmed — from the earnings call and keynote records
But at its March 2026 developer conference, NVIDIA's CEO named the partner freely: "We invented the process technology with TSMC. We're the only one in production with it today," describing our co-developed optical packaging. Sixteen pages of earnings call later, the same dependence goes unnamed. The pattern is venue-specific — keynotes name the partnership; earnings calls preserve supply-chain silence. I read the filings; silence in one room does not mean the dependence isn't there.
- tier: Confirmed (✓)
- source: CoWoS / Named on stage, unnamed in filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-cowos-src-cowos-venue-naming-rotation
- posted: 2026-08-06T21:20:26.702Z