At SEMICON Taiwan 2026, TSMC announced an aggressive upgrade path for its COUPE (Compact Universal Photonic Engine). The bandwidth of a single COUPE is projected to double from 3.2Tbps to 6.4Tbps by 2027, with a future goal of exceeding 51.2Tbps. Additionally, equipment providers such as ficonTEC, Suruga Seiki, TOYO Automation, GMT Global, Allring Tech, and FitTech updated their respective progress on CPO (co-packaged optics) optical coupling and alignment equipment during SEMICON. This indicates that equipment vendors are accelerating their positioning to meet CPO mass production demands.

This report provides an in-depth analysis of (1) the FAU coupling in the CPO manufacturing process, (2) active versus passive alignment, (3) major suppliers of FAU coupling equipment, and (4) CPO market trends. The goal is to clarify the role of FAU coupling in CPO manufacturing, the competitive landscape among major equipment suppliers, and the latest CPO market trends.

Key Highlights

• TSMC unveiled an accelerated COUPE upgrade roadmap at SEMICON Taiwan 2026, aiming for significantly higher bandwidth and a bolder long-term target.
• Multiple equipment makers showcased progress in CPO optical coupling and alignment tools, signaling that the industry is accelerating its positioning for CPO mass production.
• The report focuses on FAU coupling processes, active vs. passive alignment comparisons, key suppliers, and CPO market trends.

Table of Contents

1. FAU Coupling in the CPO Manufacturing Process
   • Figure 1: OE-Related Components and Signal Transmission Path
   • Figure 2: Functions of the FAU and MLA
   • Figure 3: Difference in Cross-Sectional Dimensions Between Optical Fiber Mode Field and Optical Waveguide
   • Figure 4: CPO Manufacturing Process Steps
   • Figure 5: CPO Manufacturing Steps and Corresponding Test Levels
   • Table 1: CPO Test Levels and Corresponding Test Equipment Suppliers
   • Figure 6: Manufacturing Steps at the Insertion 3 Stage
2. Active Alignment vs. Passive Alignment
   • Figure 7: Schematic Diagram of Active and Passive Alignment
   • Table 2: Active Alignment vs. Passive Alignment
3. Major Suppliers of FAU Coupling Equipment
   • Table 3: Major Suppliers of FAU and Peripheral Components
   • Table 4: Comparison of FAU Coupling Equipment from Major Suppliers
4. CPO Market Trends
   • Figure 8: Schematics of Various CPO Solutions
   • Table 5: Comparison of Energy Efficiency and Latency between Various CPO Solutions
   • Figure 9: Roadmap for TSMC’s Bandwidth Upgrades in COUPE
   • Figure 10: OE Shipment Trend between 2025 and 2028
5. TRI’s View

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