Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

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.”

Jensen Huang: Founder and CEO of NVIDIA – YouTube


Watch On