GlobalFoundries and Marvell expand capacity for faster AI data links.

A multi-year agreement will add U.S. manufacturing capacity for silicon-germanium chips used in optical networking.

By TomorrowNews · AI-assisted briefing
Source published 17 Sept 2026 · Briefing published 18 September 2026

AI-generated illustration. A semiconductor wafer and optical modules linked to data-center racks; not a GlobalFoundries clean room or Marvell product. — AI-generated illustration — not a photograph of the event. Conceptual silicon photonics and data-center connectivity; not a company facility or product. · TomorrowNews / AI-generated illustration

GlobalFoundries and Marvell expanded a multi-year agreement to increase capacity for silicon-germanium semiconductor technology at GlobalFoundries’ Burlington, Vermont facility. The chips support high-speed, energy-efficient optical connections used to move data through AI data centers.

The companies said the added capacity will support Marvell products including pluggable optical transceivers, near-packaged optics and co-packaged optics. Reuters reported that financial terms and a capacity figure were not disclosed.

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