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Wire · technology

GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity

17 September 2026 · By · Wire by Fusion42

Published

17 September 2026

Topic

technology

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at reuters.com →

◆ Verified

Fusion42 · 17 September 2026 · Fusion42 review

GlobalFoundries and Marvell have expanded their multi-year agreement to increase production capacity of silicon germanium (SiGe) semiconductors for high-speed optical connections in AI data centers, focusing on GlobalFoundries' Burlington, Vermont facility.

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

Chipmakers are scaling up silicon germanium capacity in the US to meet AI data center demand. You face a window this quarter to position your optical networking or SiGe component supply before capacity tightens further.

◆ Coverage

9 sources · first reported 17 Sep 2026 · latest 21 Sep 2026

◆ Topics

Semiconductorsglobalfoundriesmarvellsigeai-data-centersoptical-networking