TSMC stock
On May 21, 2026, TSMC and NVIDIA announced a strategic partnership to integrate Silicon Photonics into the "Rubin" GPU platform. Utilizing TSMC's COUPE (Compact Universal Photonic Engine) technology, the collaboration aims to replace electrical I/O with optical interconnects, targeting a 50% reduction in interconnect power consumption for AI clusters. This integration is critical for sustaining performance scaling in next--generation hyperscale data centers, with initial production scheduled for the first half of 2027.