AI Fund Flows

TSMC: AI deals, investors and valuation

🇹🇼 Taiwan · Market cap $1.95T · TSM · listed
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As of Nov 9, 2026, TSMC has 3 AI deals of $1B+ in this database: it pays $17B and receives $6.6B (net −$10.4B). It ranks #63 of 198 companies by number of deals.

Pays / invests
$17B
Receives
$6.6B
Net
−$10.4B
Deals
3

Value over time

Listed companies: month-end market cap. Private: latest round valuation. Dots are deals.
Valuation history
  • January 2025$1.09T
  • April 2025$864.5B
  • July 2025$1.25T
  • October 2025$1.56T
  • January 2026$1.71T
  • April 2026$2.05T
  • July 2026$2.1T
  • October 2026$2.11T
  • November 2026$1.95T

Receives from

$6.6B
US Government$6.6B · 100%

Pays to

$17B

Loops it is part of

No closed loop found for this company.

All TSMC deals

Feb 5, 2026Investmentreported$17B
🇹🇼 TSMC → 🇯🇵 TSMC Japan (JASM) · ≈$17bn (Yomiuri; TSMC declined comment)

TSMC will shift its second Kumamoto fab to 3nm AI chips, with about $17bn of investment (vs $12.2bn for 6-12nm); Tokyo is weighing more aid.

Apr 14, 2025Chips & hardwareannouncedn/a
Nvidia → 🇹🇼 TSMC · overall plan up to $500B with several partners; TSMC share not disclosed

Nvidia will produce up to $500bn of AI infrastructure in the US over four years: Blackwell wafers at TSMC Arizona, packaging by Amkor and SPIL, servers by Foxconn in Houston and Wistron in Dallas.

Nov 15, 2024Investmentclosed$6.6B
US Government → 🇹🇼 TSMC · CHIPS Act subsidy + $5 billion in loans

The Commerce Department finalizes $6.6 billion in direct grants (plus up to $5 billion in loans) for TSMC's fabs in Arizona, where 2 nm chips will also be made.

Questions and answers

Who are TSMC's biggest investors and payers?

US Government ($6.6B).

How much has TSMC invested or spent on AI deals?

$17B across 1 deals, the largest with TSMC Japan (JASM).

How much is TSMC worth?

Market cap: $1.95T (Nov 9, 2026).

Is TSMC part of a circular deal?

No closed loop found for this company.

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