TSMC Bets Big with $1 Billion! Investing in OpenAI and Anthropic
TSMC $TSMB is beginning to invest directly in AI model companies.
On November 10, TSMC’s board approved two investment plans:
Up to $500 million in OpenAI and up to $500 million in Anthropic, for a total of up to $1 billion.
What makes this noteworthy is that TSMC already occupies the most central manufacturing role in the AI industry, and is now preparing to directly own stakes in AI model companies.
In the past, whether NVIDIA, AMD, or other AI chip companies expanded their orders, TSMC could benefit from demand for advanced process nodes. Now it also hopes to share in the growth of AI application companies.
$NVDAB $SNDKB
Meanwhile, TSMC expects revenue to grow by about 44% in 2026, while capacity for advanced process nodes remains in short supply.
However, investing in AI model companies also means taking on new valuation risks, especially as Anthropic is seeking a public listing valuation of up to $1.4 trillion.
TSMC is moving beyond being a core supplier to the AI industry to become a capital investor in AI companies.
TSMC $TSMB is beginning to invest directly in AI model companies.
On November 10, TSMC’s board approved two investment plans:
Up to $500 million in OpenAI and up to $500 million in Anthropic, for a total of up to $1 billion.
What makes this noteworthy is that TSMC already occupies the most central manufacturing role in the AI industry, and is now preparing to directly own stakes in AI model companies.
In the past, whether NVIDIA, AMD, or other AI chip companies expanded their orders, TSMC could benefit from demand for advanced process nodes. Now it also hopes to share in the growth of AI application companies.
$NVDAB $SNDKB
Meanwhile, TSMC expects revenue to grow by about 44% in 2026, while capacity for advanced process nodes remains in short supply.
However, investing in AI model companies also means taking on new valuation risks, especially as Anthropic is seeking a public listing valuation of up to $1.4 trillion.
TSMC is moving beyond being a core supplier to the AI industry to become a capital investor in AI companies.