Nvidia to Top 20% of TSMC Revenue This Year, Remain Top Customer

aiai-infrastructureai-compute-chipsbusiness 1 posts · 1 accounts

A media report said Nvidia's Vera Rubin and other new products are expected to push the company past 20% of Taiwan Semiconductor Manufacturing Co.'s revenue this year, keeping Nvidia as the chipmaker's largest customer worldwide. The added business would help drive TSMC's revenue to record highs, according to the report.

Because TSMC identifies customers contributing more than 10% of revenue only as Customer A, Customer B and so on, analysts have had to infer the ranking of its biggest buyers. They concluded Nvidia overtook Apple in 2025, and Chief Executive Officer Jensen Huang later confirmed in a podcast earlier this year that Nvidia had become TSMC's No. 1 customer.

From the sources (1 posts)

@dnystedt

Nvidia’s Vera Rubin and other new products will see it surge past 20% of TSMC revenue this year, maintaining its lead as TSMC’s top customer worldwide and drive TSMC’s revenue to record highs, media report, noting CEO Jensen Huang confirmed

Bitwise, 21Shares Clients Add $68 Million of HYPE as Bitcoin, Ether Products Lose $1.2 Billion Treasury Sanctions Iran’s Persian Gulf Strait Authority, Targeting Hormuz Tolls