Marvell pushes GlobalFoundries to light up wafer production

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    "url": "https://www.theregister.com/systems/2026/09/18/marvell-pushes-globalfoundries-to-light-up-wafer-production/5297340",
    "title": "Marvell pushes GlobalFoundries to light up wafer production",
    "excerpt": "systems It might be the next trillion-dollar company, but it'll need some help on the supply side to do it Earlier this year, Nvidia CEO Jensen Huang suggested that Marvell’s optics tech would make it the next trillion-dollar company. On Thursday, Marvell took a big step towards securing that status by announcing an expanded partnership with GlobalFoundries, an American wafer fab well known for its work in silicon photonics manufacturing. The tie-up will see GloFo and Marvell work to expand silicon germanium (SiGe) wafer production at the fab’s Burlington, Vermont wafer plant. SiGe is commonly employed in the production of optical transceivers, which convert electrical signals to optical ones and back again, as well as in laser modules used in many high-end switches from Nvidia and others. According to GlobalFoundries, the additional capacity will support the production of near- and co-packaged optics (CPO/NPO) as well as “next-gen” pluggable optics. Nvidia already employs co-packaged optics in some of its Spectrum Ethernet and Quantum InfiniBand switches to cut power consumption and improve reliability. Pundits expect NPO to be used in large multirack systems such as Huawei’s new Ascend 960DT-based SuperPods . Nvidia’s future multi-rack systems are widely expected to use NPO as well. The fab says its SiGe tech has already been validated up to 200 Gbps per lane, which is...",
    "summary": "Marvell and GlobalFoundries have expanded their partnership to increase silicon germanium (SiGe) wafer production at GlobalFoundries' Burlington, Vermont plant.",
    "location": "Burlington, Vermont, USA",
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    "image_url": "https://image.theregister.com/5263102.jpg?imageId=5263102&x=0&y=0&cropw=100&croph=100&panox=0&panoy=0&panow=100&panoh=100&width=1200&height=683",
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    "published_at": "2026-09-17T23:16:53Z",
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        "city": "Burlington",
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    "article_sentence": "On Thursday, Marvell took a big step towards securing that status by announcing an expanded partnership with GlobalFoundries, an American wafer fab well known for its work in silicon photonics manufacturing.",
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