NuAxiSemiconductor trade intelligence

Marvell pushes GlobalFoundries to light up wafer production

What happened

Marvell and GlobalFoundries are expanding SiGe wafer production to support 1.6Tbps optical transceivers for AI data centers. This partnership addresses supply constraints driven by the surge in AI demand and the physical limits of copper interconnects. Bullish for the optics sector as it secures capacity for next-gen CPO/NPO technologies.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Silicon Germanium (SiGe)Optical TransceiversCo-packaged Optics (CPO)Near-packaged Optics (NPO)Laser Modules

MarvellGlobalFoundriesNvidia Huawei

capacity_expansionopticsSiGeAI1.6Tbps

Source and time

Source: The Register · 9/17/2026 · View original source

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Marvell pushes GlobalFoundries to light up wafer production

What happened

Impact and signal

Affected components and suppliers

Source and time

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