Taiwan Semiconductor Manufacturing Company (TSMC) will invest $1 billion across AI companies Anthropic and OpenAI. The investment represents another instance of capital flowing between chipmakers and AI firms during the ongoing AI boom. The move comes as AI-related trade shows signs of volatility.
Why it matters
The investment demonstrates deepening financial integration between semiconductor manufacturers and AI developers, with implications for capital allocation and competitive positioning in the AI industry.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD.
Common Shares (2330.TW)Open-market or private transaction (P)
41
$70.50
$2,891
Nov 6, 2026
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 15.01%
Short interest
Open short positions reported twice monthly; this is not daily short-sale volume.
Earnings
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
