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GlobalFoundries and Marvell crank up AI optics production
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Fusion42 · 18 September 2026 · Fusion42 review
GlobalFoundries and Marvell have expanded their long-term collaboration to increase silicon-germanium production capacity at GlobalFoundries' Burlington facility, supporting Marvell’s next-generation optical transceivers crucial for AI data centre connectivity.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
AI data centre founders need to prepare for a surge in high-bandwidth optical interconnects as production capacity expands for silicon-germanium components. This move opens supply paths to meet growing data transfer demands in AI, making optical networking a target for product integration.
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1 source · 18 Sep 2026
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