Marvell Technology Stock: Expands Partnership with GlobalFoundries - Börse Express
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The hype around artificial intelligence still focuses primarily on the major chip manufacturers in the markets. However, the massive computing clusters face a physical limit: data exchange between individual processors. For me, this is precisely why Marvell Technology is currently one of the most exciting players in the industry. Whoever connects the data centers of the future secures a key position in the entire technology sector. On Monday, the group emphatically underscored this claim. At the ECOC 2026 trade fair, Marvell presented industry-first demonstrations of optical interconnect technologies based on 2-nanometer manufacturing. Among others, optical PAM4 solutions with 400G per lane, 800G-ZR modules with MACsec encryption, and 1.6T-ZR systems were showcased. These new developments precisely target the biggest weakness of modern AI infrastructures: the extreme bandwidth requirements combined with strict limits on power consumption. However, technological designs alone are no longer sufficient in the semiconductor business. The ability to reliably bring new architectures to market in high volumes is crucial. That Marvell is proactively securing this step is evidenced by an important strategic decision: As Reuters news agency reported on September 17, GlobalFoundries and Marvell have expanded their multi-year partnership. The goal of the agreement is to increase...
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