Nvidia has overtaken Apple as TSMC's largest customer, Nvidia CEO Jensen Huang said on a recent podcast. A Weibo rumor claims Nvidia's TSMC revenue share rose to about 13% from 11% in 2024, while Apple previously accounted for roughly 25%. Observers warn TSMC may prioritize high-margin AI processors, raising production costs and squeezing availability for Apple SoCs and gaming GPUs.
Key Points
- 1Reports state Nvidia now becomes TSMC's largest customer, CEO Jensen Huang publicly claimed recently.
- 2Signals shift to AI demand, Nvidia's TSMC revenue share reportedly rose to about 13% from 11%.
- 3Practitioners should expect TSMC capacity and pricing pressure affecting Apple chips and gaming GPUs.
Scoring Rationale
Industry-significant supplier shift with CEO statement lending credibility, but reporting relies partly on unverified rumors and inconsistent figures.
Sources
Public references used for this report.
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