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Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest up to USD 1 billion combined in artificial intelligence companies Anthropic and OpenAI. The move highlights the chipmaker's growing interest in the AI industry, where it already plays a major role as a semiconductor supplier.
According to a Reuters, TSMC's board approved investments of up to USD 500 million in each company. The decision allows the world's largest contract chipmaker to gain financial exposure to two leading AI developers while continuing to supply the infrastructure behind their technologies. TSMC will acquire Anthropic common shares at the company's initial public offering (IPO) price. Its proposed investment in OpenAI will involve preferred stock.
The investment comes as Anthropic prepares for a major stock market debut. The company, known for developing the Claude family of AI models, has priced its IPO at between USD 70 and USD 78 per share, targeting a valuation of up to USD 1.4 trillion.
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Anthropic is also raising USD 26 billion through a separate private placement. Major technology companies, including Google, Nvidia, AMD and Microsoft, are participating in the funding arrangement. OpenAI, meanwhile, remains one of the biggest players in generative AI, with its ChatGPT platform serving millions of users and businesses.
By investing in both companies, TSMC is positioning itself to benefit from AI growth beyond manufacturing chips. Its advanced semiconductor technology is essential for processors used in AI data centres and computing systems.
TSMC's investment decision comes amid continued demand for advanced AI processors. The company recently reported its sixth consecutive quarter of record profit and described demand for AI chips as extremely strong.
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It expects revenue to grow around 44% in 2026, while acknowledging that customer demand continues to exceed manufacturing capacity. The chipmaker is also expanding production facilities, including a planned USD 265 billion investment in manufacturing operations in Arizona.
However, rising infrastructure costs and concerns about AI spending remain industry challenges. TSMC's latest investments show how semiconductor manufacturers are increasingly seeking opportunities across the wider AI ecosystem.