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Nvidia becomes TSMC's largest customer by volume, surpassing Apple's historically dominant position.

Reflects the structural shift of global semiconductor manufacturing capacity toward AI infrastructure as AI chip demand eclipses consumer electronics.
Trade pressSlicast · January 29, 2026 23:00 · Global · Source: webpronews.com
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Image / Slicast · Source: webpronews.com

Nvidia becomes TSMC's largest customer by volume, surpassing Apple's historically dominant position.

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Nvidia becomes TSMC's largest customer by volume, surpassing Apple's historically dominant position. · Slicast