According to the estimates of Dan Nystedt, a well-known expert in the financial field, the amount of Nvidia's orders for TSMC in 2023 will reach 11% of its total revenue, or 77$300 million. Compared to 44 in 2022$500 million, a significant increase. However, this amount is still much lower than Apple's contribution to TSMC, which has a whopping 175 orders in 2023$200 million. Apple has long been TSMC's largest customer, and its leading position is expected to continue in the coming years.
Nvidia's outstanding performance is mainly due to the strong demand for its high-performance accelerator cards H100 and A100, as well as the rapid development of artificial intelligence technology. This excellent performance not only shows the latest competitive landscape of the global chip industry, but also reflects the strong rise of NVIDIA in the semiconductor field. In addition to Nvidia and Apple, other tech giants such as MediaTek, AMD, Qualcomm, Broadcom, Sony, and Marvell are also important customers of TSMC. These companies have excellent performance in their respective fields, providing TSMC with a broad market and huge space for development.
It is worth noting that the partnership between Nvidia and TSMC is expected to be further strengthened, which may lead to a further increase in the proportion of Nvidia's revenue contribution to TSMC in the future. The in-depth cooperation between the two parties will undoubtedly bring more opportunities and challenges to the two companies, and will also inject new vitality into the entire chip industry.
The partnership between Nvidia and TSMC will also set a new benchmark for other chipmakers. Other companies may follow their model to improve their competitiveness. This will prompt the entire chip industry to continue to develop and progress to meet the growing market demand. We look forward to more cooperation between NVIDIA and TSMC." Their alliance will not only drive the growth of both businesses, but also bring more innovation and progress to the industry as a whole. With the continuous development and application of science and technology, we are full of confidence in the achievements of the chip industry in the future. We believe that in the near future, the chip industry will write a new glorious chapter.
**10,000 Fans Incentive Plan