NuAxiSemiconductor trade intelligence

📡 TSMC's COUPE Is Ready. Can Testing Keep Up? CPO switch bandwidth has doubled every cycle. Broadcom's Tomahawk 6 reaches 102.4T. NVIDIA's Spectrum...

What happened

TrendForce reports TSMC's COUPE is ready but faces critical testing bottlenecks, including sub-micron alignment and multi-stage verification, which must be resolved before scaling. This testing challenge impacts the supply chain for high-bandwidth CPO switches like Broadcom's Tomahawk 6 and NVIDIA's Spectrum-X Photonics.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

CPOCo-Packaged Optics

TSMC Broadcom NVIDIA

testingbottlenecksupply-chainCPO

Source and time

Source: TrendForce Official (Market Data) · 6/15/2026 · View original source

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📡 TSMC's COUPE Is Ready. Can Testing Keep Up? CPO switch bandwidth has doubled every cycle. Broadcom's Tomahawk 6 reaches 102.4T. NVIDIA's Spectrum...

What happened

Impact and signal

Affected components and suppliers

Source and time

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