NuAxiSemiconductor trade intelligence
RT NEWS: #Marvell to acquire #Lumentum in an all-stock deal at $115B EV: 4.500 Marvell shares per share, ~$1,132 each, ~23.9% premium. CEO Matt Murphy...
What happened
According to a repost by TrendForce, Marvell will acquire Lumentum in an all-stock deal at an enterprise value of about $115B, with an exchange ratio of 4.500 Marvell shares per Lumentum share, worth about $1,132 each, representing a premium of approximately 23.9%. Marvell CEO Matt Murphy called optical a once-in-a-generation shift. The deal is expected to close in 1H 2028; it is an announced plan and has not yet been completed.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
optical
MarvellLumentum
M&Aall-stock deal$115B EVMarvellLumentumoptical
Source and time
Source: TrendForce Official (Market Data) · 11/2/2026 · View original source
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