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NVIDIA has temporarily abandoned TSMC's COUPE technology solution, shifting to Tower Semiconductor's silicon photonics platform

2026-07-12 09:58

Odaily Planet Daily News 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, utilizing 8-wavelength DWDM and approximately 50-64G NRZ modulation technology. The latest "Plan B" shifts to Tower Semiconductor's silicon photonics platform, adopting 16-wavelength DWDM along with 200G/400G PAM4 modulation solutions.

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