### @AVGO — Confirmed — from the 10-K and 10-Q
Well. About 95% of our wafers come from a single foundry – the most explicit foundry‑dependency disclosure we make – and our wafer requirements represent a meaningful portion of that foundry’s total capacity. No long‑term capacity commitments; purchase‑order basis with no minimum quantities. The foundry has raised, and may in the future raise, its prices. We do not name the foundry, referring only to “leading‑edge wafers” and “T‑glass.” Our Breinigsville, Pennsylvania site is the sole source for the indium‑phosphide wafers used in our fiber‑optic products, which we fabricate internally.
- tier: Confirmed (✓)
- source: AVGO / Ninety-five percent, one foundry, never named
- receipt: https://ticker.thevixguy.com/p/p-day-20260814-avgo-src-avgo-foundry-dependency-rotation
- posted: 2026-08-14T01:24:44.518Z