Marvell in advanced talks to acquire optical component maker Lumentum, Bloomberg reports
Marvell Technology is reportedly in advanced negotiations to acquire data center optics supplier Lumentum Holdings, with a transaction potentially being announced as early as next week.
Marvell Technology Inc. is in advanced discussions to acquire Lumentum Holdings Inc., Bloomberg reported on Wednesday, citing people familiar with the matter. A formal agreement between the companies could be unveiled as soon as next week.[1][2][4][5]
Lumentum manufactures optical hardware, including lasers and transceivers, designed for artificial intelligence data centers, and currently holds a valuation of around $83 billion. Marvell, which is valued at roughly $221 billion, would integrate its optical digital signal processors with Lumentum's product suite. According to market commentator Shay Boloor, the combination could establish Marvell as a more comprehensive optical networking provider, allowing the company to extract more revenue from AI data center connectivity.[1][3][4]
Key facts
- Marvell Technology is in advanced talks to acquire Lumentum Holdings, according to Bloomberg.
- An acquisition deal could be announced as early as next week.
- Lumentum holds an estimated market valuation of $83 billion, while Marvell is valued at about $221 billion.
- Lumentum produces optical networking hardware, including lasers and transceivers, used in AI data centers.
- The transaction would pair Marvell's optical DSPs with Lumentum's optics hardware to expand Marvell's AI networking footprint.
Sources · 5 sources
- UW
unusual_whales@unusual_whalesPost on X ·
BREAKING: Marvell $MRVL in advanced talks to buy Lumentum $LITE, per Bloomberg Lumentum makes optical components for AI data centers. A deal could be announced as soon as next week. Lumentum is worth about $83 billion; Marvell about $221 billion
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Wall St Engine@wallstenginePost on X ·
MARVELL $MRVL IS SAID IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS
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Shay Boloor@StockSavvyShayPost on X ·
$MRVL is in advanced talks to acquire $LITE which would combine Marvell's optical DSPs with Lumentum's lasers and transceivers. That could turn Marvell into a much more complete optical networking supplier while allowing it to capture more revenue from every AI data center connection.
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TechmemeArticle ·
Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week (Bloomberg) Bloomberg : Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week — Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter …
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Evan@StockMKTNewzPost on X ·
Marvell $MRVL is reportedly in advanced talks to acquire Lumentum Holdings $LITE - Bloomberg https://t.co/TlXPoigFsm
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