TSMC
TSMC is Nvidia's sole advanced foundry partner, manufacturing 100% of its leading-edge GPUs. Nvidia accounts for ~22% of TSMC's total foundry revenue — its largest single customer — driving HPC from 40% to 55%+ of TSMC revenue.
Manufactures Nvidia leading-edge GPUs on N4 process nodes (Blackwell) and will produce Rubin on N3P, with Nvidia booking over 60% of TSMC CoWoS advanced packaging capacity
Notes
Foundry relationship confirmed by both TSMC and Nvidia through multiple product generations (Ada Lovelace, Hopper, Blackwell). Rubin on N3P confirmed by analyst reports and TSMC roadmap.
Milestones
- TSMC serves as Nvidia's exclusive advanced foundry for AI GPU production
Multi-decade foundry relationship confirmed across Ada Lovelace, Hopper, and Blackwell generations on N4 nodes; Rubin next-gen GPUs planned for N3P process. Partnership traces to 1997.
→ www.digitimes.com - TSMC and Nvidia bring CuLitho computational lithography to production
TSMC, Nvidia, and Synopsys launch GPU-accelerated CuLitho platform, improving mask preparation throughput 40× and accelerating next-node process development.
→ nvidianews.nvidia.com - Nvidia secures 60% of TSMC CoWoS advanced packaging capacity through 2026–27
Nvidia locks in the majority of TSMC's CoWoS advanced packaging output through 2026–27, prioritizing Blackwell and future GPU program supply over all other customers.
→ www.digitimes.com - Nvidia surpasses Apple as TSMC's largest customer at ~22% of revenue
Nvidia projected to generate ~$33B (22%) of TSMC annual foundry revenue in 2026, overtaking Apple (~$27B, 18%) as TSMC's single largest customer.
→ www.cnbc.com