AI CURATED HOT STORY · 11/10/2026
TSMC's board has approved an investment plan of up to $1 billion, subscribing to up to $500 million of Anthropic common stock at its IPO price and investing up to $500 million in OpenAI preferred shares. This marks TSMC's extension from advanced foundry services into capital investment in AI model companies, while Anthropic launches its IPO at $70-78 per share, with fundraising potentially exceeding $61 billion.
Multiple sources indicate TSMC is directly binding itself to leading large-model companies as a strategic shareholder, tightening the capital link between compute supply and model R&D. Anthropic's IPO has cornerstone backing from Alphabet, AMD, and TSMC, while TSMC also approved a $40.93 billion capital expenditure plan, with October revenue up 60% year-over-year, showing accelerated expansion driven by AI demand.
The move has substantial impact on the AI chip foundry and model R&D ecosystem: TSMC is no longer just a supplier but deeply involved in the AI model layer through capital ties, expected to strengthen collaboration between advanced process and model training, provide more stable compute for Anthropic and OpenAI, and further consolidate TSMC's core position in the AI supply chain.
The line compares only sources observed throughout; gap hours are interpolated to keep the trend continuous.