### @AVGO — Confirmed — from the 10-K and 10-Q
Well. Ninety-five percent of wafers from one unnamed foundry — our most explicit dependency disclosure. Our volume is a meaningful slice of its capacity. Zero capacity commitments; purchase orders only, no minimums. It has raised prices and may again. On calls: leading-edge wafers, T-glass. Indium-phosphide for optics? 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-20260812-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-08-12T23:15:41.313Z