Wall St Engine(@wallstengine):$GFS & $MRVL EXPAND U.S. CAPACITY FOR AI OPTICAL NETWORKING GlobalFoundries and Marvell signed a multi-year agreement to expand silicon germanium manufacturing capacity at GF’s Burlington, Vermont facility. The added capacity will support Marvell’s next-gen pluggable optics, near-packaged optics and co-packaged optics as AI data centers push toward higher-bandwidth interconnects. GF’s current SiGe platform supports 200G-per-lane connectivity, with a roadmap toward faster generations. Financial terms were not disclosed.

Wall St Engine

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Wall St Engine@wallstengine

2026.09.17 12:37

$GFS & $MRVL EXPAND U.S. CAPACITY FOR AI OPTICAL NETWORKING GlobalFoundries and Marvell signed a multi-year agreement to expand silicon germanium manufacturing capacity at GF’s Burlington, Vermont facility. The added capacity will support Marvell’s next-gen pluggable optics, near-packaged optics and co-packaged optics as AI data centers push toward higher-bandwidth interconnects. GF’s current SiGe platform supports 200G-per-lane connectivity, with a roadmap toward faster generations. Financial terms were not disclosed.