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TSMC retains pricing power using Apple and AI dual structure

Amanda Liang, Taipei; Emily Kuo, DIGITIMES Asia 0

Credit: AFP

Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses led by Nvidia, AMD, and hyperscale data centers is gradually diluting...

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