Jensen Huang: Nvidia Surpasses Apple to Become TSMC's Top Customer
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
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Should l Buy ?
Source: aastocks
Nvidia's New Position: Nvidia has overtaken Apple as the largest customer of TSMC, according to CEO Jensen Huang.
Changes in TSMC's Supply Relationships: There have been indications that TSMC is shifting its supply priorities away from Apple, which previously had preferential access to TSMC's advanced technologies.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
