Nvidia overtakes Apple as TSMC’s largest customer, marking a major change in semiconductor demand. Taiwan Semiconductor Manufacturing Company, known as TSMC, is the world’s largest contract chipmaker. Nvidia now represents the biggest source of revenue among TSMC customers. The shift highlights increased demand for chips used in artificial intelligence and data center computing.
Nvidia Overtakes Apple as TSMC’s Largest Customer in Revenue Share
For many years, Apple was TSMC’s top customer. Apple relied on TSMC to manufacture processors for iPhones, iPads, and Mac computers. Nvidia’s growth has changed that balance. Nvidia CEO Jensen Huang confirmed that Nvidia has surpassed Apple in business volume with TSMC. Nvidia’s advanced processors require significant wafer capacity and use leading-edge manufacturing processes.
Nvidia Overtakes Apple as TSMC’s Largest Customer Due to AI Demand
Nvidia’s rise is driven by demand for AI accelerators, graphics processing units, and high-performance computing chips. These products are used in data centers, cloud infrastructure, and AI training systems. Compared with smartphone processors, Nvidia’s chips are larger and more complex. This results in higher revenue per wafer for TSMC. High-performance computing now accounts for a growing portion of TSMC’s overall revenue.
Impact on TSMC and Apple’s Role
The fact that Nvidia overtakes Apple as TSMC’s largest customer reflects broader industry changes. Semiconductor manufacturing is shifting toward enterprise and infrastructure markets. Apple remains one of TSMC’s most important customers. However, its chip demand is more stable compared with the rapid expansion of AI-related orders. TSMC continues to serve both companies using advanced process nodes.
Broader Semiconductor Industry Trends
The shift shows how AI workloads are reshaping chip production priorities worldwide. More manufacturing capacity is being allocated to data center and AI hardware. Foundries are adjusting investment plans to meet long-term demand for advanced computing chips. Nvidia’s position at the top of TSMC’s customer list illustrates the changing structure of global semiconductor demand.
