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NVIDIA temporarily abandons TSMC COUPE technology solution, shifts to Tower Semiconductor silicon photonics platform

2026-07-12 09:58

Odaily reports, according to sources, NVIDIA has decided to temporarily abandon the adoption of TSMC's COUPE technology solution. NVIDIA's previous "Plan A" was based on TSMC's COUPE co-packaged optics platform, employing 8-wavelength DWDM and approximately 50 to 64G NRZ modulation technology. The latest "Plan B" shifts to Tower Semiconductor's silicon photonics platform, adopting a 16-wavelength DWDM and 200G/400G PAM4 modulation scheme.