TSMC board clears up to $1 billion in Anthropic and OpenAI stakes

TSMC's board on Tuesday approved buying up to $500 million of Anthropic common shares at the initial public offering price and up to $500 million of OpenAI preferred stock, alongside capital appropriations of about $40.93 billion.

Why it matters: The approvals put the world's largest contract chipmaker on the cap tables of two AI developers whose demand drives its order book, and the capital budget points to another step up in capacity spending.

Data as of TSMC Form 6-K board resolutions dated November 10, 2026 (accession 0001046179-26-000797), read in full from the filings lane copy in this run; every figure is from the filing itself. The amounts are approval ceilings, not completed purchases. Developing item.

TSMC’s board, meeting on Tuesday, approved investments of up to $500 million in Anthropic, PBC, buying common shares at the per share initial public offering price, and up to $500 million in OpenAI Group PBC preferred stock, the company reported in a Form 6-K filing. The Anthropic leg matches the commitment Anthropic’s amended registration statement lists for TSMC Partners in its $26 billion concurrent private placement, covered on this site on November 10; the filing gives no price, valuation or timetable for the OpenAI preferred stock.

The same meeting approved capital appropriations of approximately $40,926.70 million for advanced technology capacity, advanced packaging, fab construction and 2027 research and development capital, up to $500 million to establish an investment company for strategic investments in the semiconductor industry and related ecosystem, and a third quarter cash dividend of NT$9.0 per share, payable on April 8, 2027. The board also approved the third quarter statements, with consolidated revenue of NT$1,494.24 billion and net income of NT$763.06 billion.

TSMC board clears up to $1 billion in Anthropic and OpenAI stakes

Sources