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“I remember Morris Chang has a similar story when he first met you, that you immediately said, ‘I’m going to be your biggest customer or one of your biggest customers. And he’s like, ‘Wow, that’s a lot of gumption.’ So, where did that confidence come from at such an early age?”. “By the way, Morris will be happy to know Nvidia is TSMC’s largest customer now.”
Is this good or bad for TSMC? Apple is a big customer if they leave TSMC. Would they come back? Apple is a steady stream of revenue for TSMC while Nvidia can go down when the AI bubble pop
Is this good or bad for TSMC? Apple is a big customer if they leave TSMC. Would they come back? Apple is a steady stream of revenue for TSMC while Nvidia can go down when the AI bubble pop
Unless Apple introduces another major breakthrough, it will be difficult to see a significant increase in demand driven solely by its M‑series (PC) and A‑series (mobile) chips.
Even though Nvidia has recently surpassed Apple to become TSMC’s top customer, estimates show that Nvidia now accounts for around 18–20% of TSMC’s total revenue, still below Apple’s historical peak of about 25%.
Since Nvidia relies on TSMC for HPC production, nodes that support BSPD, such as A16 and A12 are expected to become increasingly important.
