NVIDIA drops TSMC COUPE plan for now, shifts to Tower Semiconductor silicon photonics platform
According to Odaily, people familiar with the matter said NVIDIA has decided, for now, not to adopt Taiwan Semiconductor Manufacturing Co.'s COUPE technology route. The company’s earlier “Plan A” was built on TSMC’s co-packaged optics platform and used 8-wavelength dense wavelength division multiplexing, or DWDM, along with roughly 50 to 64G NRZ modulation. NVIDIA’s latest “Plan B” instead moves to Tower Semiconductor’s silicon photonics platform. That setup uses 16-wavelength DWDM and 200G/400G PAM4 modulation, marking a clear change in the optical packaging and transmission approach described in the report. No additional timeline or reason for the switch was disclosed in the source item.








