Apple vs Nvidia: 2026 Capacity Battle
BP Bytepulse Engineering Team 5+ years tracking semiconductor supply chains 📅 Updated: January 22, 2026 · ⏱️ 8 min read ⚡ TL;DR – Quick Verdict Nvidia : Now TSMC’s largest customer, dethroning Apple in 2025. AI chip demand gives them capacity priority. Apple : Paying premium prices ($280 per 2nm …