Kif Leswing, CNBC:
Nvidia will become TSMC’s largest customer this year, according to
analyst estimates and Huang himself. Apple is believed to
currently be TSMC’s largest customer, mostly to manufacture
A-series chips for iPhones and M-series chips for PCs and servers.The positional swap will mark a fundamental shift in the
semiconductor industry, reflecting Nvidia’s growing importance
amid the artificial intelligence infrastructure build-out. […]Ben Bajarin, principal analyst at Creative Strategies, said he
projects Nvidia to generate $33 billion in TSMC revenue this
year, or about 22% of the chip foundry’s total. Apple, by
comparison, is projected to generate about $27 billion, or about
18% of TSMC’s revenue.
