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Analyst estimates Nvidia is now TSMC's second largest customer accounting for 11% of revenue in 2023
Nvidia paid TSMC $7.73 billion in 2023 for its services
As it turns out, Nvidia accounted for 11% of TSMC's revenue in 2023, according to estimates by Dan Nystedt, a financial analyst specializing in semiconductor companies. The company has already booked silicon and CoWoS capacity to ensure a steady supply of its premium processors for AI. The company sells loads of datacenter-oriented EPYC processors, and its Instinct MI300-series products for AI and HPC are also said to be in high demand, so AMD's share in TSMC's earnings might increase.
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