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Marvell to Acquire Lumentum in USD 115 Billion All-Stock Deal, Forming a Formidable Alliance to Reshape the Landscape of AI Optical Communications
Last Modified
2026-11-04
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Aperiodically
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Marvell has announced that it will acquire optical communications leader Lumentum in an all-stock transaction valued at approximately USD 115 billion at an approximate premium of 23.9%. The deal is expected to close in 1H28. Both companies’ boards of directors approved the transaction unanimously on November 2nd 2026, but the deal remains subject to approval by shareholders of both parties and regulatory authorities (including antitrust and other regulatory clearances) in various jurisdictions.
According to TrendForce’s analysis, this landmark acquisition, once completed, will trigger three major ripple effects across the optical communications supply chain.
Key Highlights
- Marvell Completes its Optical Territory
- NVIDIA Lowers Dependency on Broadcom
- Broadcom Grasps on Sturdy Supply of 200G EML
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