Taiwan Semiconductor Manufacturing News - January 30, 2026
Nvidia Projected to Overtake Apple as TSMC's Largest Customer in Major AI Shift
Analyst estimates and commentary indicate that Nvidia is projected to supplant Apple as Taiwan Semiconductor’s (TSMC) largest customer this year, confirming...
Apple Prioritizes Premium Models Amid Chip Shortage, Signaling Strong Demand for TSMC's Advanced Nodes
Apple is restructuring its 2026 product roadmap, according to a Nikkei Asia report. The company prioritizes its highest-end devices due to ongoing chip...
Nvidia Reportedly Plans to Shift Next-Gen GPU Production to Intel, Challenging TSMC's Dominance
Nvidia is reportedly planning a major strategic shift, moving some of its future next-generation GPU production to Intel's foundries, challenging the...
TSMC to Manufacture Meta's Next-Gen MTIA-3 AI Chip on 3nm Process
Supply chain sources report Meta's next-generation AI accelerator, the MTIA-3, is scheduled for debut in the second half of 2026. TSMC will manufacture the...