Nvidia (NVDA) Becomes TSMC’s (TSM) Largest Customer as AI Spending Rises

Nvidia (NVDA) Becomes TSMC’s (TSM) Largest Customer as AI Spending Rises

By Ran Melamed
Publication Date: 2026-01-26 15:12:00

Nvidia Corporation ($NVDA) is on track to become the largest customer of Taiwan Semiconductor Manufacturing Company ($TSM), which signals a clear shift in the chip …