The South China Morning Post reported on 11 November that TSMC, the world's largest contract chipmaker, will take equity stakes in both OpenAI and Anthropic. Anthropic's updated IPO filing, published on Tuesday, shows that TSMC Partners, a TSMC subsidiary, would buy non-voting Class N shares. They are part of a US$26 billion private placement, a sale of shares to chosen investors. Google and Nvidia are among the other buyers. The purchase depends on the offering closing and on other conditions.
The SCMP report does not say how large TSMC's own stake in either company will be. TSMC's board statement did not say whether the deals also cover chip supply or joint design work. Separately, the board approved up to US$500 million for a new investment arm focused on the chip industry. On an earnings call, Wei was asked if TSMC would invest in end-market consumers. Wei said not so far, and that current customer arrangements were working well.
Anthropic's filing said TSMC's limited capacity had at times delayed scheduled chip deliveries. The SCMP says stakes could give TSMC a closer view of how much computing power its AI customers really need. For teams that build or buy AI services, the report shows chip supply and the labs that use it are becoming financially linked.