Story 03 October 26, 2026 issue
Daily AI-generated issue
NVIDIA puts Spectrum-X photonic switches into mass production using TSMC COUPE
Top News · Reported · ctee.com.tw · translated from Chinese
As bandwidth demands rise, copper links lose more signal, and boosting transmission power adds heat. NVIDIA announced in August that its Spectrum-X Ethernet photonic switch had entered mass production using TSMC's COUPE platform.
Here's what changed:
- Co-packaged optics (CPO) puts optical-electrical conversion and the switch chip on the same substrate, shortening the electrical path.
- Fiber connects inside the server, with the design intended to reduce power use and improve transmission speed and bandwidth.
- TSMC's COUPE stacks electronic and photonic integrated circuits, then co-packages them with the switch chip.
- The supply chain includes TSMC for silicon-photonics processing, SPIL for packaging and testing, and Foxconn for complete switch assembly.
One catch: optical components are heat-sensitive, but nearby chips generate substantial heat. Temperature changes can shift optical wavelengths and refractive index, so CPO needs micro-scale thermal isolation and management for stable operation.
Sources: ctee.com.tw
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