Please note that this post was not made in bad faith. I was skeptical (please check my previous posts) when I first saw AYZ’s post about
$AVGO role in the TR supply chain. Then Morgan Stanley and Fubon Research denied the “rumors,” which initially reaffirmed my view that AYZ was wrong this time.
However, an analyst from Nomura (one of the best semiconductor analysts in my view) also mentioned seeing
$AVGO involvement. This made me want to dig deeper, and my contact just shared the latest developments.
Of course, my contact could be wrong—it might just be a pilot run or something else (perhaps preparing for TR4).