NVIDIA Officially Overtakes Apple as TSMC’s Biggest Customer; There's No Stopping the World's Largest Infrastructure Buildout
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NVIDIA Officially Overtakes Apple as TSMC’s Biggest Customer; There's No Stopping the World's Largest Infrastructure Buildout
NVIDIA has officially overtaken Apple as TSMC's largest chip customer, as Team Green's AI infrastructure buildout drives chip demand never seen before. NVIDIA Now Accounts For More than 19% of TSMC's Overall Revenue, and the Partnership Will Deepen Moving Ahead TSMC has been the global center of semiconductor supply to fabless manufacturers, and the chip giant has single-handedly provided the world with AI computing power driven by Moore's Law. …
Definitely, the year 2026 is the year of all records for NVIDIA. After having published stratospheric financial results this morning, to be read again here: NVIDIA explodes meters in 2026, but warns: GPU Gaming will remain energized, here is that the greens offer a new title: that of TSMC's largest customer, ahead of Apple. NVIDIA becomes TSMC's customer A According to information from Taiwan, NVIDIA would have exceeded Apple in terms of revenue…
Nvidia overtakes Apple as the number one TSMC client, as revenue more than doubles in one year
Last Updated on February 27, 2026 Apple is no longer the number one client for Taiwanese chip manufacturer TSMC, the world’s largest dedicated independent semiconductor foundry. Nvidia has now taken over as 2025 results begin to be published online. It was only a couple of days ago when Nvidia published its Q4 2025 and full-year ...
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