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Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

What happened

According to people familiar with the matter, Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, in what could become a major AI hardware supply-chain deal. The transaction could be announced as early as next week. The matter remains at the negotiation stage and is not a confirmed or completed deal; the source does not state the cause or the specific terms of the talks.

Impact and signal

Medium impactImpact score: 48/100

Affected components and suppliers

data-center optical components

Marvell TechnologyLumentum Holdings

M&Aadvanced talksAI opticsdata-center optical componentsacquisition

Source and time

Source: DigiTimes Asia · 10/29/2026 · View original source

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Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

What happened

Impact and signal

Affected components and suppliers

Source and time

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