Citrini analyst Jukan said on X on July 12 that Nvidia has decided, at least for now, not to adopt Taiwan Semiconductor Manufacturing Co.'s COUPE, or Compact Universal Photonic Engine, technology route. He attributed the move to slow progress in TSMC's silicon nitride, or SiN, development and weaker-than-expected work on a 2D grating coupler. According to Jukan, Nvidia's earlier "Plan A" had been built around TSMC's co-packaged optics platform based on COUPE. The latest "Plan B," he said, shifts to a silicon photonics platform from Tower Semiconductor. Jukan had also previously said that the release timing for Nvidia's next-generation Rubin architecture products could be pushed back again. The post did not include any additional timeline or product details beyond those points.
On July 12, Citrini analyst Jukan said in a post on X that Nvidia has decided to temporarily drop TSMC's COUPE, short for Compact Universal Photonic Engine, as its chosen technology route.
He said the change was tied to slow progress in TSMC's silicon nitride (SiN) work and development of a 2D grating coupler that fell short of expectations.
Nvidia shifts from Plan A to Plan B
According to Jukan, Nvidia's earlier "Plan A" was based on TSMC's COUPE co-packaged optics platform. The newer "Plan B" moves to a silicon photonics platform from Tower Semiconductor.
Rubin timing may slip again
Jukan had also previously said that Nvidia's next-generation Rubin architecture products could face another delay in their release schedule.
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