
NVIDIA Poised to Overtake Apple as TSMC’s Biggest Customer in 2025 — AI Demand Surges 60%
TSMC’s revenue landscape is shifting as High Performance Computing (HPC) orders surge, threatening Apple’s decade-long dominance as the semiconductor giant’s biggest client. While Apple has driven much of TSMC’s growth, the rise of NVIDIA’s AI GPUs and HPC chips is reshaping priorities for 2025 and beyond. HPC Orders Surge, Smartphone Demand Declines TSMC’s second-quarter 2025…