Broadcom could become a top 3 customer of TSMC in 2026, and may take 2nd place from Nvidia, media report, noting Apple will remain No. 1. Last year, TSMC’s biggest client accounted for NT$624.3 billion (US$20.6 B), or 22%, of revenue.
TSMC client list 2026:Apple 22-25% of revenue versus 25-27% in 2025Broadcom 11-15% vs 7%Nvidia 11% flatMediaTek 9-10% vs 9%Qualcomm 8% flatAMD 7% flatIntel 7% vs 6% $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Qualcomm(QCOM.US) $AMD(AMD.US) $Intel(INTC.US)Source: Dan Nystedt
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