TSMC May Shed Apple Priority as AI Boom Shifts Foundry Profits
TL;DR Summary
Rumors suggest Apple may no longer be TSMC’s biggest revenue contributor and could lose priority in wafer shipments as AI-driven demand boosts other customers and drives 2nm capacity pricing; while Apple has traditionally benefited from cutting-edge lithography, the AI surge could reshape wafer allocations, though the claims are disputed and uncertain.
- TSMC Rumored To Remove Apple’s Priority Shipment Status From Their Partnership, As iPhone Maker No Longer The Biggest Revenue Contributor To Its Foundry Partner 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
- Apple’s sweetheart deal with its main chipmaker comes to abrupt end Cult of Mac
- Jensen Huang Believes that NVIDIA is TSMC's Premiere Customer - Foundry Reportedly Deprioritizes Apple TechPowerUp
- TSMC builds 'virtual IDM' for Apple chips digitimes
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