GlobalFoundries and Marvell sign multi-year development agreement for optical technologies
Type: Partnership · Technology: Data Center · Country: United States · Announced: 2026-09-21
GlobalFoundries and Marvell have signed a multi-year agreement to increase capacity for silicon germanium (SiGe) technology at GlobalFoundries' facility in Burlington, Vermont. The collaboration aims to support the development of next-generation pluggable optical transceivers, near-packaged optics (NPO), and co-packaged optics (CPO). GlobalFoundries has been developing SiGe technology for over a decade to enable high-frequency performance and signal integrity for advanced optical networking applications. The partnership reinforces the critical role of SiGe technology in enabling high-speed optical networking for AI infrastructure.
Analysis
GlobalFoundries and Marvell signed a multi-year development agreement on 2026-09-21 to increase capacity for silicon germanium (SiGe) technology at GlobalFoundries' facility in Burlington, Vermont. GlobalFoundries is a leading global semiconductor manufacturer specializing in feature‑rich process technologies for automotive, communications, data center and industrial markets. Marvell is a partner in the agreement. The agreement targets next‑generation pluggable optical transceivers, near‑packaged optics and co‑packaged optics for AI infrastructure data‑center applications.
Key points
- Multi-year development agreement signed 2026-09-21
- Facility location: Burlington, Vermont, United States
- Technology focus: silicon germanium (SiGe)
- Target applications: pluggable optical transceivers, near‑packaged optics, co‑packaged optics
- Deal value: not disclosed
Counterparties
- GlobalFoundries (Partner)
- Marvell (Partner)
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