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Nvidia Pauses Use of TSMC’s COUPE Technology, Source Says

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2026-07-12 10:13:54
A source said Nvidia has decided to temporarily stop using TSMC’s COUPE technology solution. According to Odaily, Nvidia’s earlier “Plan A” was based on TSMC’s COUPE co-packaged optics platform, using 8-wavelength DWDM and about 50G to 64G NRZ modulation technology.

The source said Nvidia’s latest “Plan B” shifts to Tower Semiconductor’s silicon photonics platform, using 16-wavelength DWDM and 200G/400G PAM4 modulation.
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