NVIDIA CEO Jensen Huang confirmed on January 22, 2026, that NVIDIA is now the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC). The company surpassed Apple Inc.
This development underscores surging demand for NVIDIA's artificial intelligence chips. Demand for AI chips now eclipses demand for traditional consumer electronics chips, such as those used in the iPhone.
Industry insiders report NVIDIA accounts for approximately 13% of TSMC's revenue.
The shift reflects a broader strategic transition within the semiconductor industry. AI-related hardware is becoming the primary growth driver. This status change may affect global semiconductor supply chain dynamics, as AI-focused companies gain priority for advanced manufacturing capacity.