The Infinite TAM of Scale-Up CPO

Feb 10

And what it means for LITE, TSEM, and COHR

2 Comments

Hi Jason, really a great piece! But do we already know that Tower will be responsible for the SiPh of the scale up CPO not TSMC?

Yes, Tower’s Sipho and TSMC COUPE are different things. Sipho is very different from a trad logic process.

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