程序员的那些事·2026-01-23 03:43Group 1 - Nvidia has officially surpassed Apple to become TSMC's largest customer, contributing approximately 13% to TSMC's total revenue [1][3] - The shift in customer dynamics is driven by the explosive demand for AI computing power, while the growth in consumer electronics has slowed down, leading to a significant change in the semiconductor industry's core drivers [3] - TSMC's revenue structure reflects this industry shift, with a substantial increase in revenue from high-performance computing, while smartphone business revenue continues to decline [3] Group 2 - Nvidia's demand for AI GPUs has led to a situation where more than half of TSMC's advanced packaging capacity is consumed by Nvidia [3] - Apple, despite still holding over half of TSMC's initial capacity for 2nm chips, has lost its previous priority in capacity allocation and is now diversifying its supply chain to mitigate risks [3] - Huang Renxun's early ambition to become TSMC's largest customer has now been realized, marking a significant milestone in the relationship between Nvidia and TSMC [3]