Marvell Unveils 2nm Optical Networking Chips at ECOC 2026
At the ECOC 2026 conference in Málaga, Spain, Marvell Technology (MRVL) announced what it claims are the first optical networking chips built on a 2-nanometer process. These include signal processors used inside optical transceivers that convert electrical signals to light and vice versa. The move positions Marvell as a key player in AI data center infrastructure by focusing on power efficiency, an area where co-packaged optics have shown advantages over traditional pluggable modules. Marvell is also expanding its partnership with GlobalFoundries for silicon germanium production at a Vermont plant to support various optical designs. This strategic move ensures Marvell can supply components regardless of which design—pluggable or co-packaged—gains dominance in the market. The company's recent financial performance has been strong, with data center revenue rising 46% year-over-year and total sales reaching $2.74 billion. Marvell’s stock rose slightly ahead of its opening on September 21 amid broader tech sector gains.
Topics: AI Chip Manufacturing Marvell Technology Networking Optics