NEWS(@NEWS2082680):👀 #TSMC's COUPE on Substrate tech is expected to hit mass production in 2H26 — and if #CPO gains traction in AI servers, #NVIDIA may look to lock in high-end substrate capacity early via long-term deals. 💡More: https://t.co/cB8ZqXfvBo 🔗

NEWS

@NEWS2082680

Live insights on semi and AI, tailored for global investors and industry players. Hosted by @trendforce, streaming weekdays and available on LinkedIn and FB.

加入 July 2025

127 正在关注 1.8K 粉丝

NEWS@NEWS2082680

2026.05.18 09:30

👀 #TSMC#'s COUPE on Substrate tech is expected to hit mass production in 2H26 — and if #CPO# gains traction in AI servers, #NVIDIA# may look to lock in high-end substrate capacity early via long-term deals. 💡More: 🔗

显示更多