TSMC stock
On September 3, 2026, during the SEMICON Taiwan 2026 summit, TSMC announced its finalized roadmap for Silicon Photonics and Co--Packaged Optics (CPO). The company confirmed that its proprietary Compact Universal Photonic Engine (COUPE) technology will enter mass production in 2027. This advancement is designed to overcome the "power wall" in AI computing by replacing electrical interconnects with optical signals, delivering a 5x increase in bandwidth and a 40% reduction in power consumption for high--performance computing applications.