GlobalFoundries and Marvell expand SiGe capacity for optical networking

GlobalFoundries (Nasdaq: GFS) and Marvell Technology (Nasdaq: MRVL) announced a multi-year agreement to increase manufacturing capacity for silicon germanium (SiGe) technology at GlobalFoundries' Burlington, Vermont, facility, according to a press release dated Sept. 17, 2026.

The expanded agreement builds on an existing production relationship of more than a decade and is intended to support Marvell's requirements for next-generation pluggable optical transceivers, Near-Packaged Optics (NPO), and Co-packaged Optics (CPO).

GlobalFoundries' SiGe technology currently supports 200G-per-lane optical connectivity. The company states it has a roadmap targeting higher-speed generations and has been manufacturing SiGe technology for over a decade, with capabilities that include co-integration of SiGe, silicon photonics, and advanced packaging.

"As the industry moves toward higher-bandwidth optical architectures, including NPO and CPO, Marvell is investing aggressively to lead this transition," said Robb Johnson, Vice President of Foundry Technology at Marvell. "Our expanded collaboration with GF will help ensure we have the SiGe technology and manufacturing capacity to support the significant growth we see ahead."

Shankaran Janardhanan, Senior Vice President of Photonics and RF businesses at GlobalFoundries, said the agreement "reinforces our long-standing relationship with Marvell and reflects the critical role SiGe technology plays in enabling high-speed optical networking for AI infrastructure."

Financial terms of the agreement were not disclosed.

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