Tootfinder

Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 (Tim Culpan/Culpium)
https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc

Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals, but now it's struggling to get enough capacity as it competes with Nvidia for supply