黄仁勋透露：英伟达已取代苹果，成为台积电最大客户

Core Insights - The rise of artificial intelligence (AI) is reshaping the global semiconductor supply chain, with Nvidia becoming TSMC's largest customer, surpassing Apple due to explosive demand for AI processors [1][3][4] Group 1: Market Dynamics - The shift in customer rankings highlights the strong demand for enterprise-level AI capital expenditures, which is significantly driving up the demand for wafer foundry capacity [3] - Enterprise customers are willing to invest heavily in GPUs for AI capabilities, leading to a demand model that is less price-sensitive compared to traditional consumer electronics [5] - As production capacity shifts towards AI chips, TSMC may be increasing prices for Apple, indicating a potential change in supply chain dynamics due to evolving end-user demand [3][6] Group 2: Historical Context - Nvidia's current position as TSMC's largest customer marks a return to a status it held in the early 2000s before Apple became the dominant client in the 2010s [4] - Apple's long-standing position as TSMC's top customer was primarily driven by its successful iPhone and iPad products, but this has now been disrupted by the AI surge [4][5] Group 3: Future Implications - The dramatic shift in demand may lead to changes in TSMC's pricing strategy and production priorities, potentially affecting Apple's standing as a key client [6] - Nvidia's success is closely tied to the current AI market hype, and any downturn in AI demand could allow Apple to reclaim its position as TSMC's largest customer [6]