Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of the company's leading-edge wafer supply. TSMC CEO CC Wei visited Cupertino last August to deliver unwelcome news: Apple would face the largest price increase in years and the iPhone maker would no longer have guaranteed access to production capacity across TSMC's nearly two dozen fabs. According to Culpium analysis and its supply chain sources, Nvidia likely overtook Apple as TSMC's largest customer in at least one or two quarters of 2025. TSMC's revenue climbed 36% last year to $122 billion, the company reported Thursday.

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