TSMC plans up to $1 billion AI equity investment in Anthropic and OpenAI
Taiwan Semiconductor Manufacturing Co is widening its exposure to artificial intelligence beyond chip production by preparing equity investments in two of the sector's most influential developers. The plan comes as the company continues to report strong AI-driven demand while investors weigh whether spending across the industry is rising too quickly.
Highlights
- TSMC's board approved up to $500 million investment each in Anthropic's IPO shares and OpenAI preferred stock, totaling $1 billion in AI equity.
- Anthropic targets a $1.4 trillion IPO valuation at $70–$78 per share and is separately raising $26 billion from investors including Google, Nvidia, AMD, and Microsoft.
- TSMC projects 44% revenue growth for 2026 and is expanding U.S. manufacturing with a $265 billion Arizona facility investment, citing robust AI chip demand.
Board-approved investment plan and deal structure
As reported by Reuters, TSMC's board approves on Tuesday an investment of up to $500 million to acquire shares in Anthropic at its initial public offering price, and up to $500 million to acquire preferred stock in OpenAI.The move follows Anthropic's IPO pricing at $70 to $78 per share, a range that seeks a valuation of up to $1.4 trillion in what would be one of the largest stock market debuts on record. The Claude developer is also raising $26 billion in a separate private placement backed by investors including Alphabet's Google, Nvidia, AMD and Microsoft.
By taking stakes in major AI model developers, TSMC is positioning itself to benefit not only from supplying the hardware base for the industry but also from ownership in companies shaping AI software and platform demand.
AI demand underpins broader expansion
TSMC remains a critical supplier to leading AI companies, including Nvidia, whose high-cost graphics processors support many of today's AI models. The chipmaker said last month that demand for AI-related chips remains "extremely robust," even as it adopts a cautious outlook for 2027.The company expects full-year 2026 revenue growth of about 44% and says demand continues to exceed manufacturing capacity. It is also expanding production through a $265 billion investment in manufacturing facilities in Arizona and is evaluating potential projects in Texas, underscoring how AI demand is shaping its capital allocation and U.S. growth plans.
As highlighted earlier, Nasdaq 100 volatility was driven by AI supply chain concerns and higher tech financing costs.
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