By Anusuya Lahiri
Publication Date: 2026-01-23 22:31:00
Nvidia Corp’s (NASDAQ:NVDA) surge in artificial intelligence demand is reshaping the global semiconductor supply chain.
Nvidia has overtaken Apple Inc. (NASDAQ:AAPL) as Taiwan Semiconductor Manufacturing Co. Ltd’s (NYSE:TSM) largest customer.
Nvidia chief Jensen Huang confirmed the change publicly for the first time during a recent podcast.
Nvidia now ranks as Taiwan Semiconductor’s biggest client—an outcome he suggested would please Taiwan Semiconductor founder Morris Chang.
Don’t Miss:
Podcast host Jodi Shelton recalled that Chang once shared a story from their first meeting, when Huang boldly told him Nvidia would one day become his largest customer or one of his biggest, Futunn News reported on Thursday.
The rapid rise of artificial intelligence has since shifted industry priorities. According to the report, Nvidia now contributes about 13% of Taiwan Semiconductor’s total revenue.
Nvidia previously held that position in the early 2000s. However, Apple took the lead in the 2010s after outsourcing production of iPhone and iPad processors to Taiwan Semiconductor.
The report also mentions that Apple has reportedly secured about half of Taiwan Semiconductor’s 2-nanometer capacity for its upcoming A20 and A20 Pro smartphone chips.
Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?
The chip designer became the first company…
