Market Movement Analysis: Globalfoundries surged on September 17th due to new factory construction in Japan and the US, along with Marvell's capacity expansion

1. On September 17, Japan and the US discussed the construction of a semiconductor factory. The project is estimated to be worth 2 trillion to 3 trillion yen (approximately $12.8 billion to $19.3 billion) and is planned to be operated by GlobalFoundries to produce logic chips, expanding the company's US manufacturing footprint.
2. On September 17, GlobalFoundries and Marvell Technology announced an expanded multi-year collaboration, which will increase the production capacity of high-performance SiGe technology at the Burlington, Vermont facility. This will be used for optical transceivers, near-package optics, and co-packaged optics, supporting AI data center optical interconnect demands. The company's existing technology supports 200G optical interconnects per channel.

(Disclaimer: This content has been summarized and generated by AI technology from publicly available information. It is for reference only and does not constitute investment advice.)