Nvidia overtakes Apple as TSMC’s top customer, ending years of priority access for Apple Silicon

Apple, long the dominant force behind TSMC’s growth through its exclusive chip production deals, is now facing a dramatic shift as Nvidia’s explosive AI demand surges ahead.
In a recent exclusive report from Tim Culpan, TSMC CEO CC Wei reportedly informed Apple executives during an August 2025 visit that the iPhone maker would encounter significant price increases and no longer enjoy guaranteed priority access to wafer capacity across the foundry’s fabs. Nvidia is believed to