Apple is no longer the apple of TSMC's eye, with Nvidia ...
1 day ago · Hardware Apple is no longer the apple of TSMC's eye, with Nvidia taking centre stage in the supply of wafers, according to one report News By Nick Evanson published 14 minutes ago
Apple vs Nvidia: TSMC Capacity War Reshapes Tech Power
23 hours ago · The reason? Nvidia's AI chip orders are consuming such massive amounts of TSMC's capacity that even Apple—once the untouchable anchor customer—has to fight for its place in line. …
Nvidia is squeezing out Apple for TSMC foundry capacity
1 day ago · Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire …
Apple Faces Unprecedented Competition as Nvidia Takes ...
1 day ago · Nvidia Taking Centre Stage in Advanced Semiconductor Wafers Nvidia likely surpassed Apple as TSMC's largest customer by revenue in at least one or two quarters in 2025, though exact …
Apple vs. Nvidia: The Battle for TSMC Capacity
1 day ago · The numbers paint a stark picture of diverging fortunes. While Apple’s product revenue is tracking for a modest 3.6% growth, Nvidia’s sales are skyrocketing, set to climb 62%. This insatiable …
Apple is losing its grip on the world's tech supply chain
18 hours ago · Apple once set the bar for suppliers including TSMC. Now it's being unseated by Nvidia and AI cloud giants.
Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
1 day 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 …