Nvidia and TSMC are working together on co-packaged optics (CPO) for Nvidia’s next-gen Rubin GPU architecture in 2026, media report, putting the value of CPO next year in the tens of billions of dollars. A host of their Taiwan partners will also benefit, including Browave, Ezconn, C Sun Manufacturing, Grand Process Technology, more. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #Semiconductors
Source: Dan Nystedt
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