Chief Financial Officer at TSMC
Told CNBC that TSMC is seeing a multi-year demand megatrend and committing an additional $100 billion to expand its Arizona chipmaking footprint.
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“Told CNBC that TSMC is seeing a multi-year demand megatrend and committing an additional $100 billion to expand its Arizona chipmaking footprint.”
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.
“Declined to discuss whether Nvidia surpassed Apple as TSMC's largest client.”