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TAIPEI — Taiwan Semiconductor Manufacturing Company has approved a plan to invest up to 8,900 crore rupees across artificial intelligence firms Anthropic and OpenAI. The board of directors of the world’s largest contract chip manufacturer granted formal approval on Tuesday to both investment proposals, authorizing an allocation of up to approximately 4,450 crore rupees for each entity. The strategic capital deployment takes place amid escalating competition in technical partnerships and investments across the artificial intelligence sector, even as broader investor concerns persist over soaring enterprise valuations and the timeline for sustained future profitability.
Board Authorizes Capital Injection into Leading AI Firms
Under the investment framework authorized by TSMC’s governing board, the capital will be deployed under distinct equity structures customized to each recipient. The planned investment of up to 4,450 crore rupees in Anthropic is scheduled to take the form of common shares priced at the company’s initial public offering valuation. Meanwhile, the corresponding allocation of up to approximately 4,450 crore rupees earmarked for OpenAI has been sanctioned for acquisition via preferred stock. Both transactions remain subject to distinct structural mechanisms and will strictly adhere to the regulatory and commercial conditions governing the respective companies’ shares.
Strategic Alignment Amid Growing Market Pressures
The decision reflects an intensifying convergence between advanced semiconductor fabrication and the frontier computing requirements of generative software developers. Both Anthropic and OpenAI require extensive computing power, cutting-edge semiconductor hardware, and massive data center infrastructure to train and scale their advanced machine learning models. As the primary contract foundry producing high-performance processing chips for the global technology industry, TSMC sits at the focal point of the hardware supply chain necessary to sustain these computational demands.
Revenue Expansion Counters Sector Uncertainty
The strategic backing also follows substantial top-line momentum for the Taiwanese foundry operator, which recorded a 60 percent year-on-year increase in revenue for the month of October. This revenue expansion highlights sustained commercial demand for high-end silicon components even as broader questions remain regarding capital expenditure efficiency across the tech landscape. By securing direct equity stakes across both major competing developers, TSMC solidifies its foothold within the high-performance computing market while aligning its manufacturing operations with the primary engines of long-term semiconductor demand.
