Nvidia officially became TSMC’s #1 customer in 2025, toppling Apple for the first time in over a decade, as AI continues to change everything. Nvidia accounted for 19% of TSMC’s revenue, NT$726.97 billion (US$23.4 billion), more than twice the NT$352.27 billion from 2024. 1/5 $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Apple(AAPL.US)
Source: Dan Nystedt
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