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TSMC’s board approved up to $1 billion in planned investments in Anthropic and OpenAI, according to the WSJ. The move would tie the world’s largest contract chipmaker more directly to the two leading AI model developers. It matters because TSMC is a key supplier of the advanced chips that underpin AI training and inference, and the investments could deepen its alignment with major customers. Watch for final investment amounts, timing and structure, plus any follow-through in TSMC’s advanced-node and packaging capacity plans.

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TSMC (TSM), Anthropic, OpenAI

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