TAIPEI, November 10, 2026 — Taiwan Semiconductor Manufacturing Co. plans to invest up to $1 billion across artificial intelligence developers Anthropic and OpenAI, signalling that the world’s largest contract chipmaker wants to benefit from the AI boom beyond manufacturing processors.
TSMC’s board approved an investment of up to $500 million to buy Anthropic shares at the price of its initial public offering and a further investment of up to $500 million in preferred stock issued by OpenAI, according to Reuters.
The move links TSMC more closely with two of the most influential developers of large AI models. The companies depend on vast computing capacity, and the advanced chips that power their systems are produced through a supply chain in which TSMC is a central manufacturer.
The investment also comes as Anthropic prepares a major public listing. The company has set an indicative share-price range of $70 to $78 and is seeking to raise as much as $64.4 billion through the offering, with additional private financing planned from major technology investors.
TSMC has reported strong demand for AI-related chips and has forecast substantial revenue growth for 2026. It is also expanding its manufacturing footprint, including a major investment programme in Arizona, while assessing further opportunities in the United States.
The decision offers TSMC potential financial exposure to the growth of the AI companies that purchase computing hardware, but it also increases the chipmaker’s exposure to the sector’s valuation and spending risks. Investors have become more attentive to whether AI developers can convert heavy infrastructure commitments into durable revenue and profits.