NVIDIA has officially overtaken Apple as TSMC's largest chip customer, as Team Green's AI infrastructure buildout drives chip demand never seen before.
NVIDIA Now Accounts For More than 19% of TSMC's Overall Revenue, and the Partnership Will Deepen Moving Ahead
TSMC has been the global center of semiconductor supply to fabless manufacturers, and the chip giant has single-handedly provided the world with AI computing power driven by Moore's Law. When it comes to TSMC's customers, Apple has dominated the list for several years now, thanks to the Cupertino giant's pursuit of cutting-edge semiconductors for its A-series and M-series chipsets. However, amid the AI frenzy, NVIDIA has driven significant chip demand, and you can gauge its extent by noting that, in just a few years, Apple has been dethroned as TSMC's top customer.
According to prominent supply chain analyst Dan Nystedt, NVIDIA accounted for more than 19% of TSMC's revenue in 2025, reaching $23.4 billion, almost twice the company's share in 2024. Before this, Apple had dominated for several years, following its close collaboration with TSMC in SoC development and supply chain. TSMC's presence drives NVIDIA's sudden surge in market share across almost every AI product offering from the company, in both the frontend and backend semiconductor segments.
Interestingly, Jensen Huang did promise TSMC's Morris Chang that NVIDIA would become TSMC's biggest customer back in 2015, when the company was small. Whenever we see NVIDIA's CEO visiting Taiwan, he explicitly emphasizes the importance of TSMC's supply chain for the AI infrastructure buildout. He has even acknowledged that there wouldn't be an NVIDIA without TSMC. This deep-rooted relationship with the Taiwan chip giant has given NVIDIA an edge over all others.
Moving forward, we expect NVIDIA's role to increase further in TSMC's revenue figures, as the firm is likely to rely on cutting-edge nodes for upcoming generations. Vera Rubin currently relies on TSMC's 3nm process and its derivatives, while Rubin Ultra is expected to see the shift towards N2 (2nm). And moving ahead, Feynman will see the adoption of A16 (1.6nm) as well, and in parallel, the advanced packaging segment will also witness further integration within NVIDIA's products.
There's no doubt that the current AI supply chain relies on a single entity for its chip needs: TSMC. While the Taiwan chip giant has managed to deliver on expectations, the world also sees TSMC as a global chokepoint, influenced by geopolitical constraints. It would be interesting to see how the NVIDIA-TSMC collaboration evolves in the future, as we anticipate the infrastructure buildout becoming much more aggressive.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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