台积 2025 年最大客户换人做? 苹果退守第二、NVIDIA 有望夺冠

EEPW
Oct 15, 2025

台积电自10 年前独享 iPhone 芯片大单后,营收逐年跳增,苹果(Apple)成为最大客户。尽管近年 AI、高效运算(HPC)客户贡献放大,苹果占台积电营收比重维持在 2 成以上,2023 年达 25%,2024 年虽降至 22%,但营收贡献仍持续拉升。然而据供应链业者指出,2025 年,台积电最大客户终于可能“换人做做看”,不再是苹果公司。半导体业界人士说明,NVIDIA 凭借 AI GPU...

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