Wire · technology
GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
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Fusion42 · 17 September 2026 · Fusion42 review
GlobalFoundries and Marvell have expanded their multi-year agreement to increase production capacity of GlobalFoundries' silicon germanium (SiGe) technology used in high-speed optical networking for AI data centers, addressing growing demand for faster and more energy-efficient 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
Chipmakers have opened up AI data centre connectivity by expanding production capacity for high-speed optical semiconductors in Vermont. You can now explore supply chain opportunities around SiGe-enabled devices serving AI workloads.
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9 sources · first reported 17 Sep 2026 · latest 21 Sep 2026
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