英伟达超越苹果成为台积电最大客户

Nvidia has moved into the top position at Taiwan Semiconductor Manufacturing Company, pushing Apple into second place in what has long been the most closely watched customer relationship in the global chip industry. The change reflects how spending on advanced silicon has shifted toward artificial intelligence hardware, where Nvidia’s data-center processors now account for a growing share of TSMC’s most advanced manufacturing capacity. For years, Apple had been TSMC’s single biggest customer, driven by the iPhone, iPad, and Mac roadmap that relies on a steady stream of custom-designed processors. Nvidia’s rise has been tied to the explosion of demand for AI accelerators used by cloud providers, enterprises, and governments building out large-scale computing infrastructure. …