Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

Zacks Investment Research • Sep 18, 2026

GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity

Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand

GlobeNewsWire • Sep 17, 2026

GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity

GlobalFoundries and Marvell Technology have expanded their agreement to increase production ​capacity for a type of semiconductor ‌used in high-speed optical connections in data centers.

Reuters • Sep 17, 2026

There's a Good Reason to Choose GLOBALFOUNDRIES Over Taiwan Semiconductor Manufacturing

TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low.

24/7 Wall Street • Sep 17, 2026

GlobalFoundries and Marvell expand SiGe deal for AI data centers

Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at GlobalFoundries' Burlington, Vermont, facility for silicon germanium technology, known as SiGe, which enables faster and more energy-efficient semiconductor devices.

Proactive Investors • Sep 17, 2026

GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

Zacks Investment Research • Sep 16, 2026

Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave

Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.

24/7 Wall Street • Sep 9, 2026

GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions

MALTA, N.Y. and SCHAFFHAUSEN, Switzerland, Sept.

GlobeNewsWire • Sep 9, 2026

GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha • Sep 8, 2026

GlobalFoundries and U.S. Department of Commerce finalize $375M R&D award to advance American quantum leadership

MALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce's CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale domestic quantum semiconductor manufacturing and strengthen the United States' leadership in quantum technologies.

GlobeNewsWire • Sep 8, 2026