Ge Long Hui·2026-01-22 04:11Group 1 - Apple has historically been a key driver of TSMC's growth through exclusive chip manufacturing partnerships, but this dynamic is shifting dramatically due to the explosive growth in AI demand from Nvidia [1] - TSMC's CEO, C.C. Wei, indicated during a visit from Apple executives in August 2025 that Apple would face significant price increases and would no longer have guaranteed priority access to TSMC's wafer production capacity [1] - Nvidia is expected to surpass Apple as TSMC's largest customer in certain quarters of 2025, driven by a surge in high-performance GPU orders fueled by the AI boom [1] Group 2 - Apple's chip product line is broader and more diverse, while Nvidia's products are highly concentrated in advanced process nodes with significant wafer demand [2] - Despite Apple's long-term importance to TSMC over the next decade, the current market environment favors high-performance computing chip companies like Nvidia and AMD, indicating that Apple will need to compete for advanced process capacity in the next one to two years [2]