TSMC Invests $1 Billion in OpenAI and Anthropic
TSMC approved a $1 billion investment to acquire stakes in AI developers Anthropic and OpenAI while expanding its U.S. manufacturing capacity.
The board of TSMC approved an investment of up to $1 billion in AI developers Anthropic and OpenAI on November 10, 2026. The chipmaker will allocate $500 million to purchase preferred stock in OpenAI and $500 million to acquire shares in Anthropic at its initial public offering price.
This strategic move allows the company to hold stakes in influential AI developers while maintaining its role as a primary infrastructure supplier. The investment coincides with Anthropic's IPO, which is priced between $70 and $78 per share and targets a valuation of up to $1.4 trillion. Anthropic is also raising $26 billion through a private placement involving Google, Nvidia, AMD, and Microsoft.
TSMC is simultaneously expanding its physical footprint to meet record profits and what it describes as "extremely robust" demand for AI-related chips. This includes a $265 billion investment in Arizona facilities and the evaluation of potential projects in Texas.
