Wire · technology
GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
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Fusion42 · 18 September 2026 · Fusion42 review
GlobalFoundries and Marvell have expanded their multi-year agreement to increase production capacity for silicon germanium (SiGe) technology at GlobalFoundries' Vermont plant, boosting supply of semiconductors used in high-speed optical connections for AI data centers.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 9 sources have reported it between 17 Sep 2026 and 21 Sep 2026.
◆ ◆ The Wire takeaway
You must prepare for growing demand in high-speed AI data center networking by securing SiGe-based connectivity components. The expanded capacity at GlobalFoundries offers a clearer supply path for optical transceivers critical to scaling AI infrastructure.
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9 sources · first reported 17 Sep 2026 · latest 21 Sep 2026
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