📢 𝗝𝗨𝗦𝗧 𝗜𝗡: GlobalFoundries and Marvell Expand Multi-Year SiGe Deal to Meet AI Optical Connectivity Demand - $GFS $MRVL 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗚𝗹𝗼𝗯𝗮𝗹𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀 and 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 expand their multi-year semiconductor agreement. ➤ Deal increases 𝗦𝗶𝗚𝗲 manufacturing capacity at GF's Vermont facility. ➤ Expansion targets accelerating 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 optical connectivity demand. ➤ Technology supports pluggable transceivers, 𝗡𝗣𝗢 and 𝗖𝗣𝗢 architectures. ➤ GF's current SiGe technology supports 𝟮𝟬𝟬𝗚-𝗽𝗲𝗿-𝗹𝗮𝗻𝗲 optical connectivity. ➤ Agreement is expected to add 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 capacity for Marvell's requirements. ➤ GF combines 𝗦𝗶𝗚𝗲, silicon photonics and advanced packaging technologies. ➤ Partnership builds on more than a 𝗱𝗲𝗰𝗮𝗱𝗲 of collaboration. ➤ Companies are preparing for higher-bandwidth 𝗔𝗜 and cloud infrastructure. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ Expands domestic capacity for critical 𝗔𝗜 optical networking components. ➤ Supports Marvell's ability to scale next-generation 𝗡𝗣𝗢 and 𝗖𝗣𝗢 products. ➤ Addresses rising bandwidth requirements as AI clusters grow larger. ➤ Highlights optical connectivity's increasing importance alongside 𝗔𝗜 accelerators. 👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀: 𝗥𝗼𝗯𝗯 𝗝𝗼𝗵𝗻𝘀𝗼𝗻, Vice President, Foundry Technology, Marvell: “AI is fundamentally changing the way data centers are built, and connectivity is becoming increasingly critical to unlocking the performance of these systems,” said Robb Johnson, Vice President, Foundry Technology, Marvell. “As the industry moves toward higher-bandwidth optical architectures, including NPO and CPO, Marvell is investing aggressively to lead this transition. Our expanded collaboration with GF will help ensure we have the SiGe technology and manufacturing capacity to support the significant growth we see ahead.” 𝗦𝗵𝗮𝗻𝗸𝗮𝗿𝗮𝗻 𝗝𝗮𝗻𝗮𝗿𝗱𝗵𝗮𝗻𝗮𝗻, Senior Vice President of Photonics & RF Businesses at GF: “SiGe is where GF’s decades of high-performance radio frequency and analog leadership translate directly into breakthrough optical performance,” said Shankaran Janardhanan, senior vice president of Photonics & RF businesses at GF. “This agreement reinforces our long-standing relationship with Marvell and reflects the critical role SiGe technology plays in enabling high-speed optical networking for AI infrastructure. We will continue investing in our technology roadmap and manufacturing capabilities both in the U.S. and around the world to support our customers' future growth.”