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Author of "Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage" in Culpium
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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.
“Author of "Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage" in Culpium”
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