Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
14 hours ago · Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new report. When …
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
19 hours ago · Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage [Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is …
Apple is Fighting for TSMC Capacity as Nvidia Takes Center ...
16 hours ago · Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for …
Report: Rise of AI Is Corroding Apple's Influence Over TSMC
3 days ago · A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who …
Apple And NVIDIA Rivalry To Escalate Over TSMC Packaging
Jan 8, 2026 · Apple, with the M5 Ultra or the M6 Ultra chip, is likely to compete for the same 3D packaging resources at TSMC as the ones used by NVIDIA.
Chip stocks jump as Nvidia supplier TSMC dismisses bubble ...
18 hours ago · Nvidia's chip manufacturer Taiwan Semiconductor Manufacturing Company (TSMC) posted a strong forecast for AI revenue growth and capital expenditures.
Sources: Apple now needs to fight for TSMC production ...
Tim Culpan / Culpium: Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 — [Exclusive] A …