TSMC has not only witnessed tremendous growth but has had sufficient motivation to research and develop next-generation manufacturing processes thanks to its biggest customer, Apple. The company accounted for 24 percent of the semiconductor giant’s revenue in 2024. Unfortunately, that title might be given to another company, as the latest report says that smartphone chipset orders are slowly declining, with High Performance Computing (HPC) orders picking up tremendous steam.
NVIDIA could be crowned TSMC’s biggest customer, pushing Apple down to the number two position, as HPC revenue hit 60 percent of overall revenue for Q2 2025
The relationship between TSMC and Apple has always been a deeply intertwined one, and it can be said that it is the reason the iPhone maker has reportedly secured more than half of the initial 2nm supply for several chipset releases scheduled for next year. Additionally, a DigiTimes report says that the Cupertino titan has been TSMC’s number one client for the past decade, but that position might be taken over by NVIDIA and its increased orders for AI GPUs and High Performance Computing parts.
Based on the latest data, HPC orders accounted for 60 percent of TSMC’s revenue for the second quarter of 2025, overtaking smartphones by a major amount. NVIDIA is said to occupy more than half of TSMC’s CoWoS advanced packaging production capacity, meaning it has a chance to compete with Apple’s dominant position for the first time in years. If the graphics processor manufacturer maintains this trajectory, it is estimated to account for between 19 and 21 percent of TSMC’s overall revenue for 2025.
Apple’s revenue share has not been mentioned, but for 2026, the company has a chance to take back the crown. After all, the California-based giant is reported to have four 2nm chipsets in development, not to mention developing its second-generation C2 5G modem for the iPhone 18 series and possibly the N2 wireless networking chip for these devices. It is also likely that Apple is working with TSMC to ensure that the latter gets its 1.4nm facility up and running in the shortest time span possible, with plans commencing by the end of 2025.
As for the 2nm node, two of TSMC’s plants in Taiwan are completely sold out for the entirety of 2026, and with full-scale production kicking off by the end of 2025, as mentioned previously, Apple has pre-purchased more than 50 percent of the initial supply. With 2nm wafers costing an estimated $30,000 apiece, that is a solid chunk of change for TSMC to significantly boost its revenue.
News Source: DigiTimes
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