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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 (Tim Culpan/Culpium) from Techmeme RSS feed.
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 (Tim Culpan/Culpium)
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 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is struggling …