Nvidia’s Vera Rubin and other new products will see it surge past 20% of TSMC revenue this year, maintaining its lead as TSMC’s top customer worldwide and drive TSMC’s revenue to record highs, media report, noting CEO Jensen Huang confirmed Nvidia’s No. 1 status at TSMC in a podcast earlier this year with Jodi Shelton, CEO of the Global Semiconductor Alliance. TSMC names clients that account for more than 10% of revenue as Customer A, Customer B, etc., leading analysts (me included) to figure Nvidia had tipped into 1st place over Apple in 2025. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Apple(AAPL.US) $Alphabet(GOOGL.US) #semiconductors #semiconductor

Source: Dan Nystedt