For many years, it has been Apple that's been first in line to use TSMC's newest process nodes, as well as taking the lion's share of all those wafers. However, the meteoric rise in the demand for AI chips, backed by hundreds of billions of dollars, would appear to have pushed Apple aside in favour of Nvidia, according to a new report.
This is what is being claimed by Tim Culpan, a technology reporter based in Taiwan. With years of experience at Bloomberg behind him, he is as good a source as you're going to get, unless any of the aforementioned parties decide to spill the beans directly.
