The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.

The days when Apple was TSMC's absolute favorite company are over. The iPhone maker now must pay more for chips and fight for ...

Apple on Thursday said iPhone sales in the March quarter could be even better than the company's forecast if it could secure enough chips to meet demand.

Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing spend by almost 40%. It's not clear how much this will benefit Apple.

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ...

Nvidia (NVDA) is set to surpass Apple (AAPL) as Taiwan Semiconductor Manufacturing Company's (TSM) top 2026 customer.Creative Strategies CEO and principal analyst Ben Bajarin joins Market Domination ...

For more than a decade, Apple sat at the center of Taiwan Semiconductor Manufacturing Company's roadmap, shaping each new ...

Nvidia has leapt from bringing to TSMC less than half the revenue of Apple in 2024, to now overtaking Apple's previously ...

Across the computing industry, computer memory (both in the form of RAM and flash storage) has only been getting ...

Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.