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Nvidia Overtakes Apple as TSMC's Biggest Customer


Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue for TSMC. Analyst estimates suggest Nvidia will generate approximately $33 billion in revenue for TSMC during 2026, representing roughly 22% of the foundry's total revenue, compared with an estimated $27 billion, or about 18%, attributable to Apple.

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