NVIDIA Abandons TSMC COUPE Technology Plan

NVIDIA has decided to temporarily abandon the use of TSMC's COUPE (Compact Universal Photonic Engine) technology plan due to TSMC's slow progress in advancing silicon nitride (SiN) technology and the underwhelming development of the two-dimensional grating coupler. NVIDIA's original "Plan A" was based on TSMC's COUPE Co-Packaged Optics (CPO) platform, utilizing 8-wavelength DWDM and approximately 50 to 64G NRZ modulation technology. The latest "Plan B" shifts to Tower Semiconductor's silicon photonics (SiPho) platform, employing 16-wavelength DWDM and 200G/400G PAM4 modulation schemes. Industry insiders indicate that market participants were aware of this adjustment as early as six months ago and criticized some information disseminators lacking a fundamental understanding of the underlying technology for creating market panic. Furthermore, as the modulation rate increases to higher levels, the requirements for lasers in terms of relative intensity noise (RIN) and linewidth among other key metrics will also significantly rise.

Disclaimer: This content is provided for general branding and informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online events, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets or to use any services. Crypto assets are highly volatile and may result in loss. WEEX services and online events may not be available in all regions and are subject to applicable laws, regulations, and eligibility requirements. You are responsible for ensuring that your use of WEEX services complies with local laws and for carefully assessing the risks before participating in any crypto-related activities.