Marvell Technology and Lumentum said in a joint announcement on November 2, 2026, that they had entered a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction with an...
Marvell is expanding photonics capacity as AI data centers drive demand for faster optical links, intensifying competition with Broadcom.
Marvell’s $115 billion all-stock deal for Lumentum explained, covering strategic rationale, Qualcomm’s AWS optics challenge, and what it means for AI networking buyers.BySteve McDowell,Contributor
Marvell Technology has agreed to acquire data centre optics maker Lumentum Holdings in an all-stock deal that values the target at USD115 billion ($164 billion).
IP house believes optics demand is going to explode as Nvidia and others eye bigger systems
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