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TSMC approves investing up to $1 billion in Anthropic and OpenAI
IA en un minuto newsroom · Editor: Jon Elgezabal
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TSMC will become a shareholder in both Anthropic and OpenAI after its board of directors gave the green light. Anthropic will sell it common shares at the price set when it goes public, capped at $500 million, and OpenAI preferred stock for the same amount. TSMC could therefore put in up to $1 billion across the two, according to its statement.
The board of directors of TSMC, the semiconductor manufacturer based in Hsinchu, Taiwan, has given the go-ahead to take a stake in both Anthropic and OpenAI. The decision appears in the statement listing the resolutions of the meeting it held on November 10.
For Anthropic, TSMC may spend a maximum of $500 million on common shares, which it will buy at the per-share price set when the company goes public. For OpenAI the ceiling is the same, $500 million, but what it will acquire is preferred stock. Taken together, the cap for the two deals adds up to $1 billion. The statement does not say when they will close or what percentage of each company they will represent.
Both investments came out of the same meeting at which the board signed off on the results for the third quarter of 2026, with consolidated revenue of NT$1,494.24 billion and net income of NT$763.06 billion. There it also authorized capital spending of roughly $40.93 billion, mainly for advanced manufacturing capacity, packaging and new fabs, plus up to $500 million to set up a company that will make strategic investments in the semiconductor industry and its ecosystem.
Why it matters · analysis and opinion
The news says more about who is investing than about the amount. TSMC, whose business is making semiconductors, now also gets a piece of two direct rivals in AI models, without picking a side: it sets the same cap for both. Next to what that same board approved for fabs and equipment, the sum is small, so it reads more as a vote of confidence in its customers' business than as a change of strategy. The form matters too: with Anthropic, the purchase depends on the company actually going public; with OpenAI, it comes in through preferred stock. Still unknown are the size of each stake and whether these investments will come with commercial agreements.
Official source: TSMC · Written with the help of AI: how we make the news
