Wire · technology
MRVL Stock Climbs After AI Optical Capacity Deal, New Microsoft Security Platform Launch
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 18 September 2026 · Fusion42 review
Marvell expanded its manufacturing partnership with GlobalFoundries to increase capacity for silicon-germanium technology supporting AI optical connectivity products, and launched Azure Payment HSM v2 with Microsoft and Utimaco, a cloud-native payment security service.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
AI data centre founders gain clearer supplier signals as Marvell secures more optical chip capacity through GlobalFoundries, easing a core bottleneck in next-gen connectivity technology.
◆ Coverage
1 source · 17 Sep 2026
◆ Related on Wire
◆ Topics