GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity

MALTA, N.Y., September 17, 2026 — GlobalFoundries (Nasdaq: GFS) (GF) and Marvell Technology, Inc. (Nasdaq: MRVL), a leader in data infrastructure semiconductor solutions, today announced an expanded multi-year agreement to increase capacity for GF’s silicon germanium (SiGe) technology at its Burlington, Vermont, facility to support growing demand for next-generation optical connectivity.

Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data efficiently is becoming increasingly critical to overall performance. The expanded collaboration between GF and Marvell will increase capacity for high-performance SiGe technology used in next-generation pluggable optical transceivers, Near-Packaged Optics (NPO) and Co-packaged Optics (CPO).