Wire · technology
GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 17 September 2026 · Fusion42 review
GlobalFoundries and Marvell have expanded their multi-year agreement to increase production capacity of silicon germanium (SiGe) technology at GlobalFoundries' Vermont facility, driven by rising AI data center demand for faster, energy-efficient optical networking semiconductors.
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 now have a clear signal that US-based chip manufacturing capacity for AI optical components is scaling up fast. Locking supply for silicon germanium chips this quarter can secure your access to faster AI data centre optics.
◆ Coverage
9 sources · first reported 17 Sep 2026 · latest 21 Sep 2026
◆ Topics