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

Nvidia's CEO, Jensen Huang, revealed in a podcast that Nvidia has surpassed Apple as TSMC's largest customer. This shift occurred as Apple faced potential price increases from TSMC due to high demand for AI processors. Despite Apple's strong sales, Nvidia's success in the AI market has driven significant revenue growth. Rumors suggest TSMC may be raising prices for Apple's chips and potentially reducing production priority for Cupertino. Nvidia's focus on AI technology has positioned them as a key player in the market, with high demand for their GPUs.