Marvell Technology

GlobalFoundries 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.

techspot.com · 2026-09-18

Marvell CEO Credits Decade-Long Trust With Hyperscalers for Stock's 241% Surge

Marvell Technology CEO Matt Murphy told CNBC that the company's ability to earn trust with major cloud computing customers over ten years has driven its shares up about 241% in the past year, far outpacing rival Broadcom's 6.6% gain. He pointed to new AI partnerships with Nvidia and Google, along with custom chip deals with all four major U.S. hyperscalers, as evidence of that trust paying off.

cnbc.com · 2026-09-08