NuAxiSemiconductor trade intelligence
RT NEWS: #Marvell is reportedly nearing a deal to acquire #Lumentum, possibly announced as soon as next week, Bloomberg says. After hours, Lumentum ro...
What happened
According to Bloomberg, Marvell is reportedly nearing a deal to acquire Lumentum, possibly announced as soon as next week; this remains a reported/rumored deal that has not been confirmed or announced. In after-hours trading, Lumentum rose nearly 10% while Marvell fell over 7%. The text also mentions that NVIDIA invested $2B in each. The source does not state the cause.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
M&Aacquisitionrumorafter-hours price movement
Source and time
Source: TrendForce Official (Market Data) · 10/28/2026 · View original source
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