NVIDIA Surpasses Apple as TSMC’s Top Client; Unstoppable Growth of the World’s Largest Infrastructure Development

NVIDIA has officially surpassed Apple to become TSMC’s largest chip customer. This shift is largely driven by Team Green’s unprecedented demand for AI infrastructure.

NVIDIA’s Revenue Impact on TSMC: Over 19% and Growing

TSMC has long stood as a pivotal player in the semiconductor supply chain, catering to fabless manufacturing companies worldwide. Historically, Apple has ranked as TSMC’s top customer, largely due to its focus on advanced semiconductor solutions for its A-series and M-series chipsets. However, the excitement surrounding AI technologies has propelled NVIDIA into the spotlight, eclipsing Apple’s previous dominance.

Nvidia officially became TSMC’s #1 customer in 2025, toppling Apple for the first time in over a decade, as AI continues to change everything. Nvidia accounted for 19% of TSMC’s revenue, NT$726.97 billion (US$23.4 billion), more than twice the NT$352.27 billion from 2024.1/5… pic.twitter.com/sBoWilpmuG

— Dan Nystedt (@dnystedt) February 27, 2026

As highlighted by acclaimed supply chain analyst Dan Nystedt, NVIDIA’s contribution to TSMC’s revenue skyrocketed to over 19% in 2025, amounting to $23.4 billion. This figure is nearly double its share from the previous year, 2024. Once a stronghold of Apple, the collaboration between TSMC and NVIDIA has fundamentally reshaped the landscape of AI product offerings, impacting both frontend and backend semiconductor segments.

A table shows major customers representing at least 10% of net revenue for years ended December 31, 2025 and 2024 — Source: TSMC SEC filing | Customer A is likely NVIDIA

Interestingly, Jensen Huang, NVIDIA’s CEO, had expressed to TSMC’s founder Morris Chang back in 2015 that NVIDIA would one day ascend to the position of TSMC’s largest customer. This relationship has been crucial, as Huang consistently highlights the importance of TSMC in NVIDIA’s AI infrastructure expansion, affirming that NVIDIA’s success in the market is closely tied to TSMC’s capabilities.

A group of individuals in front of a table covered with an American flag, with NVIDIA and TSMC logos in the background — Image Credits: NVIDIA

Looking forward, NVIDIA’s influence is poised to grow even further within TSMC’s revenue framework. The company is expected to leverage advanced fabrication processes for future generations, utilizing TSMC’s 3nm technology for its current initiatives, with plans to transition to N2 (2nm) for Rubin Ultra, followed by adopting A16 (1.6nm) for the Feynman project. Alongside this, the integration of advanced packaging solutions will enhance the performance of NVIDIA’s products.

It is clear that TSMC plays an integral role as the backbone of AI infrastructure globally, effectively becoming a pivotal entity in the semiconductor supply chain. However, its position also raises concerns about potential vulnerabilities due to geopolitical tensions. Observing the evolution of the NVIDIA and TSMC partnership will be crucial, particularly as infrastructure expansion accelerates in the coming years.

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