Apple Loses TSMC Priority: Nvidia Takes 20% Share | byteiota
12 hours ago · Nvidia overtook Apple as TSMC’s largest customer in 2025, projected to hold 20% revenue share vs Apple’s 16% in 2026 Physical capacity crunch: One Nvidia GPU consumes 6-8x …
Is Nvidia Replacing Apple as TSMC’s Most Important Customer?
19 hours ago · Apple is reportedly losing its "VIP" status at TSMC. As Nvidia’s AI chips take over, Apple faces higher prices and more competition for factory capacity.
Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
19 hours ago · Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new report. When …
Apple Loses Priority: The iPhone Maker Faces Higher Prices ...
17 hours ago · The implications of this shift are immediate and profound. For the first time, sources within the supply chain indicate that Apple has been hit with its largest price hike in recent history for …
Apple is Fighting for TSMC Capacity as Nvidia Takes Center ...
20 hours ago · Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for …
Tim Culpan: Apple can't get all the TLC from TSMC it needs
17 hours ago · From Culpan's "Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage" posted Thursday by Culpium.
Nvidia's AI Surge Threatens Apple's TSMC Dominance by 2026
17 hours ago · Apple's long-standing dominance as TSMC's top customer is eroding due to surging AI demand from Nvidia, forcing Apple to compete for production capacity and pay premiums. …