Tag Archives: Silicon Photonics

Silicon photonics wafer glowing with optical light beams inside a semiconductor foundry

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet

AI Chips, Photonics, Quantum Computing

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…

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Marvell custom silicon and optical interconnects wiring an AI data center cluster

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative?

Photonics

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative? On June 2, 2026, Nvidia CEO Jensen Huang stood on the Computex stage in Taipei next to Marvell CEO Matt Murphy and called Marvell “the next trillion-dollar company.” The stock jumped more than 32% the next day. For a company most retail…

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