TSMC (TSM) reports $10.1B February revenue, up 22% YoY, as Nvidia becomes largest customer at 19% share, overtaking Apple in historic business shift.

TL;DR: Apple will not adopt TSMC's advanced A16 2nm process node soon, focusing instead on the upcoming A14 node, while NVIDIA is set to be the first A16 customer for its next-gen Feynman AI GPUs in ...

100 million chips is a drop in the bucket for Apple’s needs. The iPhone maker announced in August 2025 that U.S. manufacturers, including TSMC, were on track to produce 19 billion chips for Apple ...

For more than a decade, Apple sat at the center of Taiwan Semiconductor Manufacturing Company's roadmap, shaping each new process node around the iPhone upgrade cycle. That era is ending. The surge in ...

TSMC has reported a higher than predicted Q4 revenue increase, chiefly because of demand for AI processors such as those in the iPhone. TSMC will not publish its full earnings report until January 15, ...

In case it wasn't already abundantly clear, Nvidia is doing pretty well right now, thanks mainly to demand for its AI processors. However, the true scale of its might has been made even more ...

Nvidia just took the top spot from Apple at TSMC, the biggest chip foundry on the planet. It finally happened. After years of trailing behind, Nvidia now spends more money than any other company at ...

Taiwan Semiconductor Manufacturing and Broadcom will deliver market-beating returns over the next three years.

The gold rush across the high-end processor market might help Apple’s processor manufacturing partner, TSMC, drive harder bargains than in the past. That’s because Apple’s huge appetite for processors ...

Fruity cargo cult Apple has been told by its long-term partner TSMC that it will have to join the riff-raff in the queue for 2nm. Apple is expected to lose its top spot as TSMC’s biggest customer, ...

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer. The positional swap will mark a ...