---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000275595.md"
description: "Nvidia may top Apple as TSMC’s biggest customer this year, accounting for 19-21% of TSMC’s total revenue, media report, noting Nvidia AI chips and gaming GPUs now take up half of all TSMC CoWoS advanced packaging capacity. 1/2 $NVIDIA(NVDA.US) $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #SemiconductorsSource: Dan Nystedt"
datetime: "2025-10-15T00:51:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000275595.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000275595.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000275595.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Nvidia may top Apple as TSMC’s biggest customer th…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**