Artificial Intelligence1 min read

TSMC to invest up to $1 billion in Anthropic, OpenAI

By · Published by Everything Blog

In short

The foundry's board sanctioned splitting the funds evenly between an upcoming initial public offering and preferred shares. These investments coincide with massive expansion efforts, including a $265 billion commitment toward manufacturing facilities in Arizona and considerations for Texas sites. Meanwhile, the semiconductor giant recently recorded its sixth consecutive quarter of peak profit and anticipates 44% revenue growth in 2026.

Key points

  • TSMC is expanding into artificial intelligence software equity while maintaining critical…: TSMC is expanding into artificial intelligence software equity while maintaining critical hardware supply lines for companies like Nvidia.
  • Rapid market demand is prompting a $265 billion investment in Arizona fabrication sites a…: Rapid market demand is prompting a $265 billion investment in Arizona fabrication sites alongside possible Texas developments.
  • Full-year revenue growth for 2026 is projected at roughly 44% following six consecutive q…: Full-year revenue growth for 2026 is projected at roughly 44% following six consecutive quarters of record profit.

Sources checked by our analysis pipeline: 1

The company is positioning itself to benefit not only from supplying AI infrastructure, but also from owning stakes in some of the industry's most influential developers.

TSMC's board approved on Tuesday an investment of up to $500 million to acquire shares in Anthropic at its initial public offering price, and an investment of up to $500 million to acquire preferred stock in OpenAI.

The move comes after Anthropic on Tuesday priced its initial public offering at $70 to $78 per share, seeking a valuation of up to $1.4 trillion in what would be one of the largest stock market debuts on record.

The Claude maker is also raising $26 billion through a separate private placement backed by investors, including Alphabet's Google, Nvidia, AMD and Microsoft.

TSMC is the world's largest contract chipmaker and a critical supplier to leading AI firms, including Nvidia, whose pricey graphics processors underpin many of today's AI models.

Last month, TSMC reported a sixth consecutive quarter of record profit and said demand for AI-related chips remained "extremely robust," even as it adopted a cautious outlook for…

Artificial Intelligence