The new TSMC report confirmed that Nvidia is now the primary customer, not Apple.

Nvidia is already officially recognized as the largest customer of TSMC

The Taiwanese contract chip manufacturer (TSMC) confirmed in its annual report that NVIDIA now holds a leading position among the company's customers, surpassing Apple. According to Taiwan News, revenue from NVIDIA orders accounted for 22 % of TSMC's total sales volume, while Apple's share was only 17 %.

Key figures

* In 2023, revenue from NVIDIA orders more than doubled compared to the previous year, and its share increased from 12 % to 19 %.
* Apple saw only a modest increase of 3.33 %, while its share fell from 22 % to 17 %.

Why NVIDIA became the leader

According to analysts, the growing demand for AI processors and other high‑performance chips from NVIDIA sustains this trend. As the artificial intelligence market continues to expand, the company remains a key customer of TSMC in the current year.

Historical context

Earlier, Nvidia founder Jensen Huang predicted that his firm would become TSMC's largest customer. In January 2024, at a quarterly conference, TSMC's head noted that the only client whose name was explicitly mentioned in the presentation was NVIDIA. Huang himself emphasized that “Morris will be glad to learn that NVIDIA has become TSMC’s largest customer,” thereby confirming his long‑term strategy.

Thus, official data confirm industry analysts' forecasts: Nvidia already holds a leading position among TSMC's customers and will continue to maintain it thanks to the ongoing AI boom.