US EditionNvidia Has Overtaken Apple as TSMC's Largest Customer, Jensen Huang Says
Nvidia's surge in AI accelerator demand has shifted TSMC's customer base, reflecting a major shift from consumer electronics to enterprise AI infrastructure spending.
- Recently, Nvidia CEO Jensen Huang said Nvidia has overtaken Apple as Taiwan Semiconductor Manufacturing Company’s largest customer, a shift he disclosed on the A Bit Personal with Jodi Shelton podcast and reiterated at the World Economic Forum in Davos, Switzerland.
- Rising enterprise spending on AI accelerators has shifted TSMC's revenue mix as customers commit large budgets to secure GPUs, while consumer electronics face pricing limits and Apple’s prior dominance stemmed from mobile processor ramps.
- Industry reports indicate demand for Nvidia GPUs is so strong that older-generation GPUs have become pricier to rent, while reports say Nvidia gets priority for new processes and TSMC may be raising prices and shifting shipment priorities for Apple.
- With TSMC capacity tight, Apple may face higher prices and competition, prompting rumors it could explore Intel or other foundries for future chips as analysts note Intel may benefit.
- Huang defended the scale of AI investment as the largest infrastructure buildout in history, boosting data center and semiconductor workers demand and saying, `Everybody should be able to make a great living`.
12 Articles
12 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
Huang: Nvidia Has Dethroned Apple as TSMC’s Top Customer
Apple ruled Taiwan Semiconductor Manufacturing Co.’s order book for years. That crown has now changed hands. Nvidia has overtaken Apple as the largest customer of TSMC, marking a major shift in the global semiconductor industry. The confirmation came directly from Nvidia CEO Jensen Huang during a recent podcast appearance, putting an end to speculation about how far AI chip demand has reshaped foundry priorities. Huang made the remark on “A Bit …
Jensen Huang himself confirmed in a recent interview: NVIDIA is now TSMC's largest customer. A symbolic statement, as Apple has been in this position for more than a decade thanks to the production of the iPhone, iPad and Mac processors. But the fulgurating rise of artificial intelligence GPUs has completely rebuffed [...] The NVIDIA article surpasses Apple and becomes TSMC's first customer thanks to the explosion of IA demand has appeared first…
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 …
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