台積電前五大客戶：洗牌、最大黑馬曝光！

芯榜

2025/09/22

台積電 2025-2026 年客戶排名排行榜全球半導體 AI 應用競賽白熱化，法人預估台積電 2026 年大客戶排名將洗牌。關鍵驅動：博通攜手 OpenAI；英特爾合作英偉達，委外台積電訂單增加。蘋果穩居核心地位，2024 年已為台積電最大客戶（推估），貢獻 6243 億元營收（佔比 22%），還包下 2026 年台積電 2 納米過半產能，且寶山 2 納米首批產能全被其拿下，產品或採用台積電 ...

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