NuAxiSemiconductor trade intelligence

[News] TSMC PIC Capacity Seen Surging to 25K Wafers/Month by 2028; NVIDIA, Broadcom Eyed as Early COUPE Customers

What happened

TSMC's PIC capacity is projected to surge from 500 to 25,000 wafers/month by 2028, driven by AI demand. NVIDIA and Broadcom are targeted as early customers for the COUPE platform. Bullish for CPO commercialization and optical component demand.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

PICCPOOptical enginesFAULasersTest equipment

TSMC NVIDIA Broadcom AMDMediaTekMarvell

capacity-expansionCPOsilicon-photonicsAI-demandoptical-components

Source and time

Source: TrendForce · 7/7/2026 · View original source

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[News] TSMC PIC Capacity Seen Surging to 25K Wafers/Month by 2028; NVIDIA, Broadcom Eyed as Early COUPE Customers

What happened

Impact and signal

Affected components and suppliers

Source and time

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