NVIDIA and Apple Compete for Limited TSMC AI Chip Capacity

Key Facts

1NVIDIA, Apple, and AMD are competing for limited AI chip production capacity at TSMC.

2TSMC's Q3 revenue reached $46.7 billion, driven by robust demand for AI technologies.

NVIDIA, Apple, and AMD are competing for limited AI chip production capacity at TSMC. Benzinga reported that TSMC's Q3 revenue reached $46.7 billion, driven by robust demand for the AI technologies the company manufactures.

TSM closed at $422.25 on October 15, 2026, while NVDA closed at $217.23 and AAPL closed at $342 on the same date. Within the semiconductor sector, AMD closed at $562.23 on October 15, 2026, reflecting sustained high demand for advanced chips despite production capacity constraints.