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📡 TSMC Targets 6.4Tbps COUPE by 2027. At SEMICON Taiwan 2026, TSMC set a COUPE roadmap to double per-COUPE bandwidth from 3.2Tbps to 6.4Tbps by 202...
What happened
At SEMICON Taiwan 2026, TSMC set a COUPE roadmap targeting a doubling of per-COUPE bandwidth from 3.2Tbps to 6.4Tbps by 2027, with 51.2Tbps+ stated as a future goal. This is a roadmap target, i.e., a plan rather than an achieved result. Equipment makers such as GMT Global and Suruga Seiki updated their CPO coupling and alignment progress, gearing up for mass production. The post states that FAU coupling equipment is now the new CPO battleground. The source does not state the cause.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 10/29/2026 · View original source
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