TSMC to Invest Up to $1B in Anthropic and OpenAI
Taiwan Semiconductor Manufacturing Co (TSMC) announced that its board has approved up to $500 million to purchase shares in Anthropic at its IPO price and an additional up to $500 million for preferred stock in OpenAI. The dual investment positions TSMC not only as a supplier of AI hardware but also as a stakeholder in two of the sector’s most prominent model developers.
Anthropic priced its IPO between $70 and $78 per share, targeting a valuation of up to $1.4 trillion, while simultaneously raising $26 billion through a private placement backed by investors such as Alphabet’s Google, Nvidia, AMD and Microsoft. TSMC’s move follows a recent report of a sixth consecutive quarter of record profit and “extremely robust” demand for AI-related chips, even as the company projects a cautious outlook for 2027.
The chipmaker, the world’s largest contract chip manufacturer, continues to expand capacity, citing a full-year 2026 revenue growth expectation of about 44% and ongoing demand that exceeds its manufacturing capability. Investments include a $265 billion manufacturing expansion in Arizona and an evaluation of potential projects in Texas.
Why it matters
Banking and finance firms will monitor TSMC’s deeper AI exposure as it could affect chip supply dynamics and valuation of AI-related assets.
FAQ
How much does TSMC plan to invest in Anthropic and OpenAI?
Up to $500 million in Anthropic shares at IPO price and up to $500 million in OpenAI preferred stock.
What valuation is Anthropic seeking in its IPO?
Anthropic is seeking a valuation of up to $1.4 trillion.
What is TSMC’s expected revenue growth for 2026?
About 44% full-year revenue growth.
Source: Economic Times Markets. See the original source for full details.
Scan with your phone
Scan with your phone