Nvidia Set to Supplant Apple as TSMC’s Largest Customer

Daring Fireball
By John GruberJan 26, 2026, 5:51 pm184 pts
Kif Leswing, CNBC: Nvidia will become TSMC’s largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC’s largest customer, mostly to manufacture A-series chips for iPhones and M-series chips for PCs and servers. The positional swap will mark a…

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