NVIDIA Beats Apple to Become TSMC's Largest Customer

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NVIDIA overtakes Apple as TSMC's top customer, contributing $23.2B in 2025 and accounting for 19% of TSMC's revenue.

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NVIDIA has surpassed Apple to become TSMC's largest customer by revenue, according to recent reports from Taiwan. NVIDIA contributed USD 23.2 billion in 2025, up from 12% to 19% of TSMC's total revenue. Apple, now client B, provided USD 20.5 billion, dropping from 22% to 17%.

The shift is attributed to NVIDIA's demand for advanced nodes and services like chip packaging and testing, not just increased chip volume. This milestone highlights NVIDIA's growing influence in the semiconductor industry and TSMC's central role in global chip production.

Written using GitHub Copilot GPT-4.1 in agentic mode instructed to follow current codebase style and conventions for writing articles.

Source(s)

  • TPU
  • TaiwanNews