Apple’s Decade-Long Reign as TSMC’s Top Customer Threatened by NVIDIA’s AI Surge
Apple’s decade-long position as TSMC’s largest customer faces unprecedented challenge from NVIDIA’s AI computing demands. High Performance Computing orders now represent 60% of TSMC’s Q2 2025 revenue, with NVIDIA securing massive advanced packaging capacity. The semiconductor landscape is shifting as AI workloads reshape industry dynamics.
Apple’s Dominant Position Faces Unprecedented Challenge
For the past decade, Apple has maintained its position as TSMC‘s largest customer, but industry reports indicate this longstanding relationship may face its most significant test yet. According to the latest analysis, Apple accounted for 24 percent of the semiconductor giant’s revenue throughout 2024, though sources suggest this dominance could be challenged by surging demand for artificial intelligence and high-performance computing components.
