TSMC board approved up to $500m of Anthropic at the IPO price on Nov 10. Same day, same filing: Anthropic's S-1 names TS…
TSMC board approved up to $500m of Anthropic at the IPO price on Nov 10. Same day, same filing: Anthropic's S-1 names TSMC as a chip supply risk.
TSMC is also one of seven partners in the $26bn Class N private placement, nonvoting.
So the supplier is funding the customer, and the customer is telling you the supplier is a risk. Not saying it's wrong. Just that it should be priced.
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