TSMC has benefited greatly from its partnership with Apple over the past few years, supplying a number of chipsets for various products, but the bulk of its revenue comes from iPhone sales. The California-based giant always seeks to secure early shipments of its foundry partners’ cutting-edge nodes, but the company is not TSMC’s biggest customer this year as demand for AI-related chips and applications begins to rise. The report says it is possible. Exponentially.
NVIDIA could surpass Apple as TSMC’s biggest customer in 2025 as AI demand surges
Apple currently leads the pack in terms of TSMC’s biggest customer, with supply chain data compiled by Bloomberg showing the iPhone maker accounts for about 25.2% of the chipmaker’s annual revenue. It has become. In contrast, NVIDIA contributes around 10.1%, but the tide could change this year. According to Economic Daily News, analysts at Citi Securities are optimistic that graphics chip giant TSMC could become TSMC’s largest customer thanks to continued demand in the AI field. It is said that there is
It is estimated that NVIDIA will account for 20% of TSMC’s total revenue in 2025, but Apple will still have the upper hand, according to previous figures from Bloomberg. However, the way the percentages work is that if one company contributes more to a particular aspect, the other company’s overall points decrease. Analysts at Citi Securities said strong growth in ASICs designed specifically for AI workloads could improve TSMC’s financial performance over the next two to three years.
Additionally, most AI chips will utilize various 3nm technologies owned by TSMC by the end of 2025, which will increase the average selling price of the manufacturer’s wafers and contribute to higher profits in 2026. . Meanwhile, Apple will continue to be an essential customer of TSMC. , the use of 2nm and 3nm processes will be limited to custom silicon used in the company’s products and generation AI servers. Since NVIDIA has its own list of major customers, it could place more orders and surpass Apple as TSMC’s largest customer.
News source: Economic Daily
