Yahoo Finance·2026-01-23 22:31Core Insights - Nvidia Corp has become the largest customer of Taiwan Semiconductor Manufacturing Co. Ltd, surpassing Apple Inc, as confirmed by Nvidia's CEO Jensen Huang [1][2] - Nvidia now accounts for approximately 13% of Taiwan Semiconductor's total revenue, reflecting the significant impact of rising artificial intelligence demand on the semiconductor supply chain [2][3] - The shift in industry dynamics has seen Nvidia reclaim its position as a major player in the semiconductor market, a status it previously held in the early 2000s before Apple took the lead in the 2010s [3] Industry Dynamics - The rapid growth of artificial intelligence is reshaping priorities within the semiconductor industry, with Nvidia's graphics processing units seeing increased demand from major companies like Microsoft, Google, and Amazon [4] - Analysts predict that Nvidia's leadership in AI will continue into 2026, driven by sustained infrastructure spending in the AI sector [5] - The AI accelerator market is projected to reach approximately $200 billion by 2025, with Nvidia positioned as a top pick due to its central role in accelerated computing [5]