By Jowi Morales
Publication Date: 2026-01-21 15:54:00
Nvidia CEO Jensen Huang has said in an interview that Nvidia is TSMC’s largest customer at the moment, dethroning Apple, which has previously held the record for some time. The leather-clad CEO said this during the first episode of the “A Bit Personal with Jodi Shelton” podcast, wherein Shelton asked him where he gets his confidence. Shelton is a self-proclaimed “longtime leader in the global semiconductor industry,” and is also the CEO and co-founder of the Global Semiconductor Alliance.
“I remember Morris Chang has a similar story when he first met you, that you immediately said, ‘I’m going to be your biggest customer or one of your biggest customers. And he’s like, ‘Wow, that’s a lot of gumption.’ So, where did that confidence come from at such an early age?” Shelton asked. “Well, you know, it’s rough to know everything — I’m just kidding,” Jensen said with a laugh. “By the way, Morris will be happy to know Nvidia is TSMC’s largest customer now.”
The AI GPU company was once TSMC’s top customer in the early 2000s. However, it was overtaken during the 2010s by Apple when TSMC took it on as a customer to build the iPhone and iPad processors, after Intel fumbled the potential partnership with Cupertino. This was especially true during recent years when the iPhone overtook Samsung in market share across the globe.
But even if Apple’s smartphones,…