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
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump as Nvidia supplier TSMC dismisses bubble fears: ‘AI is real’Jing Yang /The Information:TSMC Announces Record Capital Spending of Up to $56 Billion to Ease Capacity ShortageDigiTimes:In depth: Why TSMC believes AI demand justifies record capex and long-term riskFocus Taiwan:TSMC forecasts 2026 sales to grow almost 30%, c