Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 (Tim Culpan/Culpium)

Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. Nvidia is stealing the spotlight, but Apple's importance is not...

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Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC

By Tim Culpan / Culpium. View the full context on Techmeme.