$Taiwan Semiconductor Manufact

The technological trend of optoelectronic integration, such as CPO (Co-Packaged Optics) and OIO (Optical Input/Output), is becoming increasingly evident, especially as CPO switches transition from the laboratory phase to commercialization in 2025. With the establishment and release of TSMC's (Taiwan Semiconductor Manufacturing Company, referred to as "American TSMC" in the context of its U.S. production capacity) manufacturing capacity in the United States, there will be a continuous increase in orders for both traditional advanced process CPU/GPU/ASIC chips and new optoelectronic integrated chips. For stock prices, this almost creates a situation where valuation and performance both increase.

Later, I will provide a detailed analysis of the technical background, platform architecture, technical advantages, and potential challenges of TSMC's silicon photonics platform COUPE.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":391074761216128,"tweetId":"391074761216128","gmtCreate":1736483078580,"gmtModify":1736488442019,"author":{"id":10000000000011018,"idStr":"10000000000011018","authorId":10000000000011018,"authorIdStr":"10000000000011018","name":"Tracy Ernest","avatar":"https://static.tigerbbs.com/aeb3e8db40fe4ec233833b9576b8645d","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/c3db1f690796245ac987b1a18cec206c","width":"735","height":"500"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/c3db1f690796245ac987b1a18cec206c","width":"735","height":"500"}],"html":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>The technological trend of optoelectronic integration, such as CPO (Co-Packaged Optics) and OIO (Optical Input/Output), is becoming increasingly evident, especially as CPO switches transition from the laboratory phase to commercialization in 2025. With the establishment and release of TSMC's (Taiwan Semiconductor Manufacturing Company, referred to as \"American TSMC\" in the context of its U.S. production capacity) manufacturing capacity in the United States, there will be a continuous increase in orders for both traditional advanced process CPU/GPU/ASIC chips and new optoelectronic integrated chips. For stock prices, this almost creates a situation where valuation and performance both increase.Later, I will provide a detailed analysis of the technical background, platform architecture, technical advantages, and potential challenges of TSMC's silicon photonics platform COUPE.<img src=\"https://community-static.tradeup.com/news/c3db1f690796245ac987b1a18cec206c\" tg-width=\"735\" tg-height=\"500\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>The technological trend of optoelectronic integration, such as CPO (Co-Packaged Optics) and OIO (Optical Input/Output), is becoming increasingly evident, especially as CPO switches transition from the laboratory phase to commercialization in 2025. With the establishment and release of TSMC's (Taiwan Semiconductor Manufacturing Company, referred to as \"American TSMC\" in the context of its U.S. production capacity) manufacturing capacity in the United States, there will be a continuous increase in orders for both traditional advanced process CPU/GPU/ASIC chips and new optoelectronic integrated chips. For stock prices, this almost creates a situation where valuation and performance both increase.Later, I will provide a detailed analysis of the technical background, platform architecture, technical advantages, and potential challenges of TSMC's silicon photonics platform COUPE.<img src=\"https://community-static.tradeup.com/news/c3db1f690796245ac987b1a18cec206c\" tg-width=\"735\" tg-height=\"500\"></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ The technological trend of optoelectronic integration, such as CPO (Co-Packaged Optics) and OIO (Optical Input/Output), is becoming increasingly evident, especially as CPO switches transition from the laboratory phase to commercialization in 2025. With the establishment and release of TSMC's (Taiwan Semiconductor Manufacturing Company, referred to as \"American TSMC\" in the context of its U.S. production capacity) manufacturing capacity in the United States, there will be a continuous increase in orders for both traditional advanced process CPU/GPU/ASIC chips and new optoelectronic integrated chips. For stock prices, this almost creates a situation where valuation and performance both increase. Later, I will provide a detailed analysis of the technical background, platform architecture, technical advantages, and potential challenges of TSMC's silicon photonics platform COUPE.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/391074761216128","repostId":0,"isVote":1,"tweetType":1,"viewCount":758,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":807,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/391074761216128"}