How Expanded GlobalFoundries SiGe Capacity for AI Optics Will Impact Marvell Technology (MRVL) Investors

This post was originally published on here Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines…