NuAxiSemiconductor trade intelligence
RT NEWS: #Marvell is reportedly eyeing #Lumentum, which has a US$83B market cap, in a deal that could rank among the 10 largest tech and telecom acqui...
What happened
According to an RT NEWS report reposted by TrendForce, Marvell is reportedly eyeing Lumentum. Lumentum has a market cap of US$83 billion, and a deal could rank among the 10 largest tech and telecom acquisitions in history, strengthening Marvell's challenge to Broadcom. This is only a reported rumor/intent; the transaction has not been confirmed and its implementation remains uncertain.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Lumentum
MarvellLumentum
M&Aacquisition_rumormarket_cap
Source and time
Source: TrendForce Official (Market Data) · 10/28/2026 · View original source
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