Taiwan Semiconductor Manufacturing Company approved up to $1.5 billion in new investment commitments during a single board meeting on November 10. The largest share is set aside for two of the best-known AI developers.
The board approved up to $1 billion for Anthropic and OpenAI. The money will be split evenly between the two companies, which puts each stake at up to $500 million.
The board also cleared a third plan. TSMC will set up a new semiconductor investment company backed by the chipmaker, with capital of up to $500 million.
A Busy Board Meeting
The investment approvals were only part of the day’s business. TSMC also reported its third-quarter 2026 financial results at the same meeting.
The company posted consolidated revenue of $45.50 billion for the quarter. Net income came in at $23.23 billion.
The board also approved capital investments of about $40.93 billion. This spending is meant to support the company’s long-term manufacturing capacity.
The $1 billion AI commitment equals less than 3% of that approved capital spending. A Tech Times report described the AI stakes as a strategic positioning move, not a sign that TSMC is short on cash.
Anthropic Starts Its IPO Roadshow
The timing lines up with a major event for one of the companies receiving the money. November 10 was also the day Anthropic officially launched the roadshow for its upcoming initial public offering.
A roadshow is the stage where a company presents itself to potential investors before its shares begin trading. It usually takes place in the final weeks before the shares are priced.
Both Anthropic and OpenAI are working through major financial milestones of their own, according to the report. TSMC’s investment arrives as those processes move forward.
TSMC makes chips for many of the world’s largest technology companies. The planned stakes give the chipmaker a direct financial link to two leading AI model developers.
The approvals set upper limits rather than fixed amounts. The board cleared “up to” $1 billion for the two AI companies and “up to” $500 million for the new investment firm.
The reports did not give a timeline for when the funds will be deployed. They also did not say what ownership share TSMC will receive in either company.
Details on the new semiconductor investment company were limited. The reports did not name its leadership or the specific firms it plans to back.
Anthropic’s IPO roadshow, which began on November 10, comes ahead of its planned public listing. No listing date was included in the reports.
