On November 10, 2026, TSMC’s board reportedly authorized up to $500 million for Anthropic and up to $500 million for OpenAI, Reuters reported. That sets a $1 billion ceiling for the two proposed stakes, with different terms: Anthropic common shares at its per-share IPO price and OpenAI preferred stock. The amounts are authorization limits, not reported completed purchases.
The two AI investments have different share terms
The reported allocations differ by both recipient and type of share. The South China Morning Post separately reported a third authorization for an investment company focused on the semiconductor ecosystem.
| Recipient or purpose | Maximum authorization | Shares or use |
| Anthropic | Up to $500 million | Common shares at its per-share IPO price |
| OpenAI Group PBC | Up to $500 million | Preferred stock |
| Semiconductor-ecosystem investment company | Up to $500 million | Investments focused on the semiconductor ecosystem |
The $1 billion figure is the combined ceiling for the two AI-company stakes; the separate ecosystem authorization has its own limit.
The TSMC authorization is separate from Nvidia’s reported possible investment tied to Anthropic’s IPO, which NeoTeo covered earlier. For broader context on money and markets beyond this chip-industry deal, NTV88 publishes finance and investing coverage.
The separate authorization could bring the total to $1.5 billion
The ecosystem allocation sits outside the $1 billion ceiling for the Anthropic and OpenAI stakes. If all three reported authorizations were fully used, their limits would add up to $1.5 billion: $500 million for each AI company and another $500 million for the semiconductor ecosystem. That is a sum of maximum authorizations, not a reported outlay.
Why the stakes could matter to TSMC
The South China Morning Post’s analysis suggests that equity stakes could give TSMC a closer view of AI companies’ computing needs and potential supply bottlenecks. It also reported that Anthropic’s updated IPO filing said TSMC capacity constraints had at times delayed scheduled chip deliveries.
The South China Morning Post said TSMC’s board statement did not specify whether either equity commitment included chip-supply arrangements or joint-design agreements.
