Nvidia overtakes Apple as TSMC’s top customer, ending years of priority access for Apple Silicon

MacDailyNews
Jan 21, 2026, 2:00 pm157 pts
Apple, long the dominant force behind TSMC’s growth through its exclusive chip production deals, is now facing a dramatic shift as Nvidia’s explosive AI demand surges ahead. In a recent exclusive report from Tim Culpan, TSMC CEO CC Wei reportedly informed Apple executives during an August 2025 visit that the…

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