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Executive

CC Wei

CEO at TSMC

Informed Apple of price increases and changing production capacity priorities favoring AI chip clients.

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Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage
CulpiumanalysiscautiousJan 16, 2026

Nvidia has likely surpassed Apple as TSMC's largest client, reflecting the shift from smartphone-driven demand to AI chip demand, with Apple's chip designs no longer guaranteed production capacity.

“Informed Apple of price increases and changing production capacity priorities favoring AI chip clients.”

AI Chips/HardwareAI CompetitionAI InvestmentGenerative AI