Overview
- Jensen Huang said Nvidia is now TSMC’s largest customer, displacing Apple after years at the top.
- Analyst reporting indicates Apple no longer enjoys automatic priority at TSMC and will need to compete more aggressively for advanced-node capacity.
- Multiple reports suggest TSMC has signaled significant price increases to Apple, though specifics and a reported CEO visit to Cupertino remain unconfirmed.
- Leaks and analyst estimates point to rising costs for Apple’s 2nm A20 chips, with some outlets citing prices around $280 per SoC, while memory component costs are also described as trending higher.
- TSMC plans $52–$56 billion in 2026 capital spending focused on AI-related capacity, even as its CEO cautions about getting the timing of the build-out right; separate reports say initial 2nm supply is tight, with some claims that Apple still secured a large early allocation.