Nvidia overtakes Apple as the number one TSMC client, as revenue more than doubles in one year
Apple is no longer the number one client for Taiwanese chip manufacturer TSMC, the world’s largest dedicated independent semiconductor foundry. Nvidia has now taken over as 2025 results begin to be published online. It was only a couple of days ago when Nvidia published its Q4 2025 and full-year financial results, revealing record $215.9 billion revenue ($193.7 billion of that coming from its Data Center business).
According to a financial statement published by TSMC, Nvidia is now the company’s top customer based on revenue share, generating 19% to Apple’s 17% over the course of 2025. The financial results are based on data ending December 31, 2025. Nvidia’s 19% revenue share accounts for a whopping NT$726.97 billion (US$23.4 billion), which is more than double last year.
Samsung’s Next Galaxy Is Finally Here
Samsung Unpacked unveiled the brands latest Galaxy product line, with pre orders now live for the Galaxy S26 Ultra, 26+, and 26.
Get $30 Samsung Credit, up to $900 extra savings, and a chance to win $5,000 Samsung Store Credit.
Nvidia is TSMC’s new number-one client based on revenue share
For comparison, Nvidia accounted for NT$352.27 billion of TSMC revenue in 2024, so hitting NT$726.97 billion in 2025 is a massive jump in a relatively short amount of time. The thing is, it doesn’t come as a massive surprise when you take a look at Nvidia’s fiscal 2026 results. Full-year revenue is up 65%, with Q4 Data Center revenue up 75% compared to the same time last year; gaming was also up, but its full-year revenue of $16 billion pales in comparison to data center.
Apple has been the top customer for TSMC since around 2014, and historical revenue data is detailed in the infographic below. The tech giant hit NT$645.17 billion in 2025 revenue, which does mean some growth, albeit <5% compared to last year. Apple’s status as a top client surged after it started using TSMC-manufactured Apple A8 chips in the iPhone 6 and iPhone 6 Plus; prior chips were manufactured by Samsung.
Since 2015, Apple has contributed more than NT$4.22 trillion (US$132 billion) to TSMC in cumulative revenue. Nvidia’s new 19% revenue share is a notable jump from 12% last year as its AI server chips continue to thrive.
Apple is now in second place behind Nvidia, and with all the landmark AI deals Nvidia has been making lately, there’s no reason to believe it aims to slow down. The geopolitical landscape and U.S. policies saw TSMC shift some of its manufacturing to U.S. soil, with a chip factory already being ‘overwhelmed’ with orders.
