TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations.
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Kuo predicts Himax as potential supplier for Taiwan Semiconductor's Compact Universal Photonic Engine development, with revenue reaching $2.4B in 2028.
COUPE is a key focus for TSMC, with companies like AMD and NVIDIA expected to adopt it for AI uses, including NVIDIA’s Rubin Ultra by late 2027. Himax (NASDAQ:HIMX) is projected to ship millions ...
TF International Securities’ Ming-Chi Kuo said via X that, “Himax (HIMX) Emerging as a Key AI Upstream Winner in TSMC’s (TSM) COUPE (Silicon Photonics), Significantly Boosting Growth ...