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  1. Apple is no longer the apple of TSMC's eye, with Nvidia ...

    3 days ago · Hardware Apple is no longer the apple of TSMC's eye, with Nvidia taking centre stage in the supply of wafers, according to one report News By Nick Evanson published 14 minutes ago

  2. Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

    4 days ago · 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 the iPhone maker is …

  3. Apple is Now Competing With Nvidia for TSMC’s Best Chips

    1 day ago · Relationship of Apple with TSMC is under threat. Learn how the AI boom and Nvidia’s rise are forcing Apple to fight for chip capacity and face price hikes.

  4. Apple vs Nvidia: TSMC Capacity War Reshapes Tech Power

    3 days ago · The reason? Nvidia's AI chip orders are consuming such massive amounts of TSMC's capacity that even Apple—once the untouchable anchor customer—has to fight for its place in line. …

  5. Apple is losing its grip on the world's tech supply chain

    3 days ago · Apple once set the bar for suppliers including TSMC. Now it's being unseated by Nvidia and AI cloud giants.

  6. Will Apple struggle to secure chip production lines as it ...

    4 days ago · However, in response to the recent boom in AI, Apple is competing with NVIDIA for TSMC's manufacturing lines and is struggling to secure chip production sites, according to …

  7. Apple Faces Unprecedented Competition as Nvidia Takes ...

    4 days ago · Apple lost preferential access to TSMC as Nvidia and AI chip demand reshape priorities. Higher silicon costs may impact product margins ahead.