--- title: "TSMC to Invest Up to $1B in OpenAI and Anthropic: Taiwanese Chip Giant Secures Stake in AI Leaders" description: "TSMC's board of directors has approved investments of up to $1B in OpenAI and Anthropic. The Taiwanese chipmaker is expanding its involvement in the AI industry amid Anthropic's preparations for an IPO valued at up to $1.4T." date: 2026-11-10T18:44:11.504Z lang: en url: https://xab.info/en/posts/tsmc-invests-openai-anthropic tags: [tsmc, openai, anthropic, ai-chips, semiconductors, ipo, nvidia, artificial-intelligence] author: "Alexander Buran" publisher: "XAB.info" --- # TSMC to Invest Up to $1B in OpenAI and Anthropic: Taiwanese Chip Giant Secures Stake in AI Leaders ![Silicon wafer with microchips against the background of a modern TSMC facility with panoramic windows and mountain landscape](https://xab.info/media/2026/11/10/tsmc-investitsii-v-openai-i-anthropic/tsmc-investitsii-v-openai-i-anthropic-1.webp) ## Key Points - TSMC approved investments of up to $1B: $500M each in OpenAI (preferred stock) and Anthropic (shares at IPO price) - Anthropic is preparing an IPO priced at $70–$78 per share with a valuation up to $1.4T, while raising $26B in a private round - TSMC reported its sixth consecutive quarter of record profit and expects revenue growth of ~44% for full-year 2026 - The company is implementing a $265B program to build factories in Arizona and evaluating projects in Texas The board of directors of Taiwanese semiconductor manufacturer TSMC has approved an investment package totaling up to one billion dollars in two leading artificial intelligence companies, OpenAI and Anthropic. According to data disclosed on November 10, 2026, $500 million will be directed to each company. In the case of Anthropic, TSMC intends to purchase shares at their initial public offering (IPO) price, while for OpenAI, the acquisition involves preferred stock. Thus, the Taiwanese conglomerate is moving beyond the traditional contract chip manufacturing model and securing a direct financial stake in the success of the very developers whose models drive the primary demand for its products. ### Anthropic Prepares IPO with Valuation Up to $1.4T TSMC’s decision comes amid Anthropic’s active preparations for a stock market debut. The company, known for creating the Claude AI assistant, has set its share price range at $70 to $78. Under this calculation, the business valuation could reach 1.4 trillion dollars, making it one of the largest IPOs in the technology sector's history. Concurrently with its public offering preparations, Anthropic is raising an additional $26 billion through a private placement of shares. Investors in this round include Alphabet (Google's parent company), Nvidia, AMD, and Microsoft, highlighting the company's strategic importance to the entire AI ecosystem. ### Sixth Record Quarter and "Extremely High" Demand TSMC remains the world's largest contract semiconductor manufacturer and one of the key chip suppliers for the artificial intelligence industry. Specifically, the Taiwanese company manufactures the Nvidia processors that power most modern generative AI models. In last month's report, TSMC recorded its sixth consecutive quarter of record profits and described the demand for AI chips as "extremely high." At the same time, company management provided a cautious outlook for 2027, which analysts believe reflects an awareness of the tech market's cyclicality and dependence on capital expenditure paces from major tech companies. ### 44% Revenue Growth and $265B Program For the full year 2026, TSMC expects revenue growth of approximately 44%. Demand for the company's products continues to exceed available manufacturing capacity, creating a shortage of advanced chips and strengthening the Taiwanese manufacturer's negotiating position. To expand production, TSMC is implementing a massive $265 billion investment program to build manufacturing plants in Arizona, USA, while simultaneously evaluating prospects for new projects in Texas. These investments aim to reduce the geographic concentration of production and meet growing demand from American customers. ### New Revenue Model: From Chips to AI Company Equity Investments in OpenAI and Anthropic add another potential revenue source to TSMC's strategy: the company intends to participate in the growth of the developers driving demand for its chips. This occurs at a time when rising costs in the AI industry are raising increasing questions from investors and regulators, yet the Taiwanese manufacturer continues to count on long-term market expansion. Direct equity participation in AI leaders allows TSMC not only to diversify its revenue but also to strengthen strategic relationships with key customers, securing priority access to advanced projects and guaranteeing a stable flow of orders for cutting-edge nodes. ## Fact-Check & Sources - [TSMC вложит до $1 млрд в создателей ChatGPT и Claude](https://www.ixbt.com/news/2026/11/10/tsmc-vlozit-do-1-mlrd-v-sozdatelei-chatgpt-i-claude.html) - The primary source contains all key figures: investment volume ($1 billion, $500 million each), Anthropic IPO price range ($70–$78), valuation ($1.4 trillion), private round ($26 billion), revenue growth (44%), and the $265 billion program. The facts are internally consistent. ## FAQ ### How much is TSMC investing in OpenAI and Anthropic? TSMC's board approved a total investment package of up to $1 billion: $500 million in each of the two companies. Preferred shares will be acquired in OpenAI, and shares at the IPO price in Anthropic. ### What is Anthropic's expected valuation during the IPO? Anthropic has set a price range of $70–$78 per share, implying a business valuation of up to $1.4 trillion. Concurrently, the company is raising $26 billion in a private placement. ### What are TSMC's financial results for 2026? TSMC expects revenue growth of approximately 44% for 2026 and recorded its sixth consecutive quarter of record profits. The company describes demand for AI chips as "extremely high." ### Where is TSMC building new manufacturing facilities? The company is implementing a $265 billion investment program to construct production facilities in Arizona (USA) and is evaluating prospects for new projects in Texas.