US EditionNvidia Overtakes Apple as TSMC's Biggest Customer
3 Articles
3 Articles
Nvidia Overtakes Apple as TSMC's Biggest Customer
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue for TSMC. Analyst estimates suggest Nvidia will generate approximately $33 billion in revenue for TSMC during 2026, representing roughly 22% of the foundry's total revenue, compared with an estimated $27 billion, or about 18%, attributable to Apple.
Apple may lose influence with TSMC. According to reports, Nvidia is now the highest-selling customer of the order maker, which could have consequences for prices, priorities and Apple's future iPhone plans.
A major change has just taken place in the semiconductor industry: Nvidia has surpassed Apple to become the largest customer of TSMC, the world leader in flea foundry. This evolution in the component sector illustrates the rapid shift from the market to artificial intelligence, now the main engine of investment and production [...] Read more... Follow iPhoneAddict.fr on Facebook, and follow us on Twitter Don't forget to download our free iAddict…
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