AI Demand Pushes Nvidia to Lead TSMC's Customer Base
TL;DR Summary
Nvidia is poised to become TSMC’s largest customer as AI demand drives higher spending on Nvidia’s chips, with analysts estimating Nvidia could generate about $33 billion in TSMC revenue this year (roughly 22% of TSMC’s sales), surpassing Apple; the shift reflects AI chips' larger unit economics and TSMC's growing reliance on high-performance computing revenue.
- Nvidia (NVDA) Becomes TSMC’s (TSM) Largest Customer as AI Spending Rises TipRanks
- Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' CNBC
- NVIDIA and AMD Choosing TSMC as Their Primary Foundry Partner Became One of the Biggest Bets They Ever Made, and It Redefined Dominance Wccftech
- Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino Tom's Hardware
- Weekend Reading | Has the Golden Age of Apple's Supply Chain Ended? NVIDIA Takes Apple's "First-Class Seat" 富途资讯
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