TSMC Approves Up to $1 Billion Investment in Anthropic and OpenAI

Taiwan Semiconductor Manufacturing Company (TSMC) has approved investments totaling up to $1 billion in artificial intelligence companies Anthropic and OpenAI. The decision marks a significant step as the world’s largest dedicated semiconductor foundry expands its strategic presence in the technology sector.

According to an official statement from TSMC, its board approved an investment of up to $500 million in Anthropic to acquire common shares at the company's per-share initial public offering price. Concurrently, the board approved an investment of up to $500 million in OpenAI to acquire preferred stock. Together, these two investments could reach the $1 billion threshold.

The announcement coincides with Anthropic's launch of its initial public offering (IPO) roadshow. The AI company is seeking to raise up to $64.35 billion through the sale of 825 million shares, with an expected price range of $70 to $78 per share. The proposed offering comprises 825 million shares of Class A common stock, which includes over 800 million shares offered directly by Anthropic and more than 23 million shares sold by existing stockholders.

In addition to the AI investments, TSMC’s board authorized capital appropriations of approximately $40.93 billion to support long-term capacity requirements. The planned spending will primarily fund the installation and upgrade of advanced technology capacity, the expansion of advanced packaging and mature or speciality technology capacity, and the construction of new fabrication facilities. This capital allocation also accounts for 2027 research and development investments, sustaining capital expenditure, and capitalized leased assets. Furthermore, the board approved a separate investment of up to $500 million to establish an investment company focused on strategic investments in the semiconductor industry and related ecosystems.

During the same board meeting, TSMC released its financial results for the third quarter of 2026. The company reported consolidated revenue of $45.50 billion and a net income of $23.23 billion, with diluted earnings per share standing at $0.90. Additionally, the board approved a cash dividend of $0.27 per share for the third quarter, scheduled to be paid on April 8, 2027, to eligible common stock shareholders of record as of March 17, 2027.

Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC remains the leading manufacturer of semiconductors globally.

"TSMC's decision to invest up to $1 billion in Anthropic and OpenAI highlights the deepening intersection between hardware manufacturing and artificial intelligence development. By securing financial stakes in leading AI firms alongside massive capital appropriations for advanced technology capacity, the foundry is strategically positioning itself within the broader technology ecosystem. This move reflects how major semiconductor players are actively aligning their growth with the future infrastructure demands of artificial intelligence." — Dr. Shishir Gupta, Founder & CEO, StartupLanes