Nvidia, Broadcom supply chains 'sound the best,' with upward revisions coming: KeyBanc (NVDA:NASDAQ)
Seeking Alphaยท2025-09-30 14:00Core Insights - Nvidia and Broadcom's supply chains are reported to be in strong condition, with upward revisions expected for chip-on-a-wafer-substrate supply according to KeyBanc Capital Markets [2] - Nvidia is revising its demand for chip-on-a-wafer-substrate to 370K interposers for this year, indicating a modest increase [2]