Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
11 hours ago · Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.
Is Nvidia Replacing Apple as TSMC’s Most Important Customer?
11 hours ago · Apple is reportedly losing its "VIP" status at TSMC. As Nvidia’s AI chips take over, Apple faces higher prices and more competition for factory capacity.
Apple chipmaker TSMC is spending big on next-gen and AI chips
11 hours ago · TSMC said in the earnings call that billions will largely be spent on factories for fabricating and finishing AI chips for companies like Nvidia.
AI Chips Are Challenging Apple’s Longtime Dominance at TSMC
4 days ago · Apple built TSMC’s model, but AI customers now share influence, reshaping chip funding, early node access, and Apple’s role globally.
Report: Rise of AI Is Corroding Apple's Influence Over TSMC
3 days ago · A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is …
Nvidia's AI Surge Threatens Apple's TSMC Dominance by 2026
10 hours ago · Apple's long-standing dominance as TSMC's top customer is eroding due to surging AI demand from Nvidia, forcing Apple to compete for production capacity and pay …
Apple Loses TSMC Priority: Nvidia Takes 20% Share | byteiota
4 hours ago · Nvidia overtook Apple as TSMC’s largest customer in 2025, projected to hold 20% revenue share vs Apple’s 16% in 2026 Physical capacity crunch: One Nvidia GPU consumes …