Development

NVIDIA is set to displace Apple as TSMC's largest customer

development2025-12-26

Claim

NVIDIA is projected to displace Apple as TSMC's largest customer in 2026, taking 20% of revenue.

Reported metric: 20% of revenue

Reporting date: 2025-12-26 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to December 26, 2025 (theinnermostloop.substack.com)

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Welcome to December 26, 2025

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Welcome to December 26, 2025

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NVIDIA is set to displace Apple as TSMC's largest customer
Innermost Loop KB — secondary record
Reporting date: 2025-12-26
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2025-12-26-nvidia-displaces-apple-at-tsmc
Claim: NVIDIA is projected to displace Apple as TSMC's largest customer in 2026, taking 20% of revenue.
Attributed sources:
- Welcome to December 26, 2025 — https://theinnermostloop.substack.com/p/welcome-to-december-26-2025
This citation does not imply independent verification of linked-source claims.

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