TSMC plans to invest $500 million in OpenAI preferred stock and another $500 million in Anthropic common shares at their expected IPO price. The company board has officially approved these allocations.
The chipmaker currently operates manufacturing facilities in Taiwan, Japan, China, and the United States, with a new plant under construction in Germany. These fabs produce hardware for major clients including Nvidia and Apple.
TSMC reported record profits for six consecutive quarters. In the period from July to September 2026, the company earned more than $23 billion in profit, driven by high demand for AI-related chips.
Analysts note that these investments reflect a trend of circular financing within the AI sector. Both OpenAI and Anthropic are significant purchasers of hardware manufactured by TSMC for their data centers.
The scale of this investment is smaller than similar deals by other industry players. For comparison, Nvidia has invested $30 billion in OpenAI and $10 billion in Anthropic to date.
