近期，据多家媒体报道，英伟达（NVIDIA）已超越苹果（Apple），成为台积电（TSMC）最大的客户。这一变化标志着全球半导体产业格局的重大转变。长期以来，苹果凭借其庞大的iPhone、iPad和Mac芯片订单，稳居台积电第一大客户的位置。然而，随着人工智能（AI）热潮的爆发，英伟达对其高性能GPU（如H100和A100）的需求激增，推动其在台积电的投片量大幅上升。这些GPU主要采用台积电先进的4nm和5nm制程工艺制造，单价高、产能占用大，使英伟达在营收贡献上迅速赶超苹果。此外，英伟达还在积极预订台积电未来的3nm甚至2nm产能，以支持下一代AI芯片的研发。这一转变不仅反映了AI技术对芯片行业的深远影响，也凸显了英伟达在全球科技生态中的核心地位日益增强。对于台积电而言，客户结构的多元化有助于降低对单一客户的依赖风险，同时也意味着其先进制程产能正越来越多地被用于支持AI基础设施建设。
Recently, multiple media reports have revealed that NVIDIA has surpassed Apple to become TSMC’s largest customer—a significant shift reflecting the evolving landscape of the global semiconductor industry. For years, Apple held the top spot thanks to its massive orders for chips powering iPhones, iPads, and Macs. However, the explosive growth of artificial intelligence (AI) has driven surging demand for NVIDIA’s high-performance GPUs, such as the H100 and A100, leading to a sharp increase in wafer orders placed with TSMC. These GPUs are manufactured using TSMC’s advanced 4nm and 5nm process nodes, which command high prices and consume substantial production capacity—enabling NVIDIA to overtake Apple in revenue contribution. Moreover, NVIDIA is already securing future capacity on TSMC’s upcoming 3nm and even 2nm nodes to support next-generation AI chips. This transition not only underscores AI’s transformative impact on the chip industry but also highlights NVIDIA’s growing centrality in the global tech ecosystem. For TSMC, a more diversified customer base reduces reliance on any single client while signaling that its cutting-edge manufacturing capacity is increasingly dedicated to building the foundation of AI infrastructure.
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