Mooni Insight 💫(@Semicon_player):Sept. 17 — GlobalFoundries and Marvell expanded their chip-capacity agreement for AI data-center optical connectivity. Reuters⁠ The multi-year deal adds SiGe capacity in Vermont for pluggable, near-packaged and co-packaged optics; volumes and financial terms were undisclosed. POV : If demand materializes, the deal could improve $MRVL supply assurance and $GFS fab utilization—further evidence that optical interconnects are becoming a core AI bottleneck.

2026.09.17 15:06

Sept. 17 — GlobalFoundries and Marvell expanded their chip-capacity agreement for AI data-center optical connectivity. Reuters⁠ The multi-year deal adds SiGe capacity in Vermont for pluggable, near-packaged and co-packaged optics; volumes and financial terms were undisclosed. POV : If demand materializes, the deal could improve $MRVL supply assurance and $GFS fab utilization—further evidence that optical interconnects are becoming a core AI bottleneck.

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