US EditionNvidia Has Overtaken Apple as TSMC's Largest Customer, Jensen Huang Says
Nvidia's rising AI chip demand drives it past Apple as TSMC's top customer, reflecting a major shift in semiconductor manufacturing priorities, CEO Jensen Huang said.
9 Articles
9 Articles
The Hidden Winner in Nvidia's AI Chip Boom Isn't Who You'd Expect
Key PointsNvidia's CEO claims that the GPU giant is now TSMC's largest customer, edging out Apple.Rumors suggest that Apple is losing the preferential treatment it has received from TSMC for years.Rumors that Apple is considering Intel for manufacturing now seem more likely in light of these developments.10 stocks we like better than Intel › Demand for Nvidia's AI chips is so strong that the GPU giant has reportedly dethroned Apple as TSMC's lar…
Nvidia has overtaken Apple as TSMC's largest customer, Jensen Huang says
Huang made the remark about TSMC during an interview on the A Bit Personal with Jodi Shelton podcast. When the host referred to TSMC founder Morris Chang's recollection that a young Huang once promised to become one of the foundry's biggest clients, Huang laughed and said, "Morris will be happy...Read Entire Article
The AI Boom Just Cost Apple Its Exclusive Spot in TSMC's Chip Line
Apple could be losing its privileged position as the most important customer at TSMC. For a long time, the only rule that governed the relationship between these two giants was that Apple paid the most, so Apple got the best technology and the quickest shipments before anyone else. However, the AI boom has changed the math. TSMC is reportedly ending the special treatment—AKA priority shipment status—that they had with Apple because AI companies …
The supply chain dominated by Apple is shifting to AI companies and cloud giants, which are becoming more important customers for chipmakers and other suppliers.
Nvidia overtakes Apple as TSMC's top customer, ending years of priority access for Apple Silicon
Apple, long the dominant force behind TSMC’s growth through its exclusive chip production deals, is now facing a dramatic shift as Nvidia’s explosive AI demand surges ahead. In a recent exclusive report from Tim Culpan, TSMC CEO CC Wei reportedly informed Apple executives during an August 2025 visit that the iPhone maker would encounter significant price increases and no longer enjoy guaranteed priority access to wafer capacity across the foundr…
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