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TSMC (TSM) Stock: Nvidia Overtakes Apple as Top Customer in Historic Shift
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TSMC (TSM) Stock: Nvidia Overtakes Apple as Top Customer in Historic Shift
Key Takeaways Taiwan Semiconductor’s business model has fundamentally shifted—AI processors now eclipse smartphones as the dominant revenue source Nvidia has claimed the top customer spot with approximately 19% of total revenue, surpassing Apple’s 17% share February revenue reached NT$317.66 billion (~$10.1 billion), marking a 22.2% increase year-over-year The opening two months of 2026 show nearly 30% growth compared to last year—the company’s…
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