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 …

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 …

Source: TechMeme
Source Link: http://www.techmeme.com/260115/p37#a260115p37