Media report · AI-ASSISTED BRIEF
Marvell to acquire Lumentum in $115B all-stock deal, challenging Broadcom in AI optical interconnect
Report publication · YYSI publication
According to IT Home, Marvell announced an all-stock acquisition of optical communications firm Lumentum valued at roughly $115 billion, pending shareholder and regulatory approval. TrendForce estimates the combined company would hold nearly 7% of the wired communications semiconductor market, ranking behind Nvidia and Broadcom. Marvell brings DSP and switching chips while Lumentum supplies InP lasers and optical modules, potentially offering cloud providers an alternative to Broadcom's integrated optical-electrical portfolio.
Source & context
www.ithome.com · Read the original source ↗
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