GoKawiilGlobalFoundries expands SiGe chip output for Marvell's optical networking push
GlobalFoundries and Marvell Technology have extended their manufacturing partnership, with GlobalFoundries boosting silicon germanium (SiGe) production capacity at its Burlington, Vermont facility. The multi-year deal targets components used in pluggable optical transceivers, near-packaged optics, and co-packaged optics, technologies that data centers need to move data faster than copper wiring allows.
GoKawiil's interpretation of the reporting above, not reported fact.
As AI clusters scale up, copper-based interconnects can't keep pace with the data volumes generated by dense arrays of accelerators, making photonics-based connectivity a bottleneck-breaker for next-generation infrastructure. This expanded deal signals growing industry confidence in Marvell's networking silicon, following Nvidia's own investment in the company, and positions GlobalFoundries as a key supplier for the optical hardware underpinning AI's infrastructure buildout.
- GlobalFoundries is ramping SiGe chip production at its Vermont plant specifically for Marvell's optical networking components.
- The partnership targets pluggable transceivers and co-packaged optics needed to handle AI data center traffic beyond copper's limits.
- Marvell's growing role in AI networking, backed by Nvidia's investment, underscores optical interconnects becoming central to AI scaling.
Source: techspot.com — Alfonso Maruccia, 2026-09-18
Published there as: “GlobalFoundries and Marvell are scaling up silicon photonics efforts as data centers outgrow copper wiring”
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