Jensen Huang declared NVIDIA is now TSMC's largest customer, a claim that surfaced alongside rumors of Apple losing priority access at the foundry. A Weibo post alleged TSMC's CEO demanded a major price hike from Apple, shifting allocation toward NVIDIA's AI-driven demand.

This shift reflects the booming AI hardware market, where NVIDIA's data center GPUs command premium production slots. Apple, while securing roughly half of TSMC's upcoming 2 nm capacity for its A20 smartphone chips, now faces competition for cutting-edge nodes from a rival fabless powerhouse.

The rivalry for TSMC's 2 nm wafers is intensifying. While Apple's custom silicon roadmap continues, NVIDIA's enterprise success has reshaped the foundry's customer hierarchy, a dynamic that will likely persist as both companies race for future process leadership.