A significant shift in the semiconductor industry landscape was reported on October 15, 2025, with news that Nvidia is on track to surpass Apple as Taiwan Semiconductor Manufacturing Co.'s top client in 2025. This change is propelled by the massive demand for Nvidia's AI chips, highlighting the transformative impact of artificial intelligence on the global supply chain. The development comes as TSMC is scheduled to hold its third-quarter earnings call on October 16, 2025. Market analysts have high expectations for the earnings report, anticipating record-breaking revenue and profits fueled by the insatiable demand for advanced AI processors. Ahead of the official announcement, TSMC's Taipei-listed shares saw a rise, reflecting investor confidence and the broader positive sentiment surrounding the chipmaker's central role in the AI boom.