Marvell has officially announced its acquisition of optical communications giant Lumentum, with both companies’ boards approving the transaction on November 2. The deal remains subject to shareholder and regulatory approval across multiple jurisdictions.
TrendForce's latest AI infrastructure research indicates that the continued expansion of AI server clusters and surging accelerator bandwidth requirements are fueling rapid growth in the global AI networking and interconnect market. Market revenue is projected to climb from US$37.9 billion in 2024 to US$279.8 billion in 2027, representing a CAGR of 95% over the period.
TrendForce's latest MLCC industry research shows that the rapid evolution of AI applications from model training to inference and AI agents is driving a new wave of CPU demand. Since each CPU requires accompanying power modules and DDR5 memory, the proliferation of these components is driving a substantial increase in high-capacitance MLCC requirements across CPU motherboards and memory modules. This is placing mounting pressure on the supply of standard high-capacitance MLCCs.
TrendForce’s latest AI server industry research indicates that demand for server CPUs has grown steadily since the second half of 2025 as AI service providers actively introduce AI agent applications. Server CPU shipments are projected to increase 31% YoY in 2026.
AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026.
