NuAxiSemiconductor trade intelligence

[News] Silicon Photonics Race Intensifies as TSMC Targets 2026 COUPE Production, Samsung Eyes 2029 CPO Turnkey

What happened

TSMC targets volume production for its COUPE silicon photonics platform in 2026, aiming for CoWoS-based CPO integration. Samsung Foundry plans to launch optical engines in 2027 and turnkey CPO services in 2029. Neutral: These are long-term R&D roadmaps with no immediate impact on component supply, pricing, or trader decisions.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Silicon PhotonicsCo-Packaged Optics (CPO)Optical Engine

TSMC Samsung Electronics

roadmapadvanced-packagingfoundry

Source and time

Source: TrendForce · 3/31/2026 · View original source

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[News] Silicon Photonics Race Intensifies as TSMC Targets 2026 COUPE Production, Samsung Eyes 2029 CPO Turnkey

What happened

Impact and signal

Affected components and suppliers

Source and time

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