A Strategic Shift: Nvidia Poised to Become TSMC’s Top Revenue Driver

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A significant realignment is underway within the client portfolio of Taiwan Semiconductor Manufacturing Company (TSMC). The long-standing dominance of Apple as the foundry’s primary revenue anchor is projected to change by 2026, with Nvidia taking the lead. This shift underscores the overwhelming market force of artificial intelligence infrastructure development.

Current forecasts indicate that by 2026, Nvidia is expected to generate approximately $33 billion in revenue for TSMC. This substantial figure would account for roughly 22% of the chipmaker’s total sales. Apple, meanwhile, is projected to contribute about $27 billion, or 18%, of TSMC’s income.