Broadcom’s optical communications dominance could face a shake-up. A Marvell–Lumentum merger could combine chip and optical expertise, reducing NVID...

What happened

On November 3, 2026, TrendForce published analysis stating that Broadcom's optical communications dominance could face a shake-up; a Marvell–Lumentum merger could combine chip and optical expertise, potentially reducing NVIDIA's and cloud giants' reliance on Broadcom. The referenced article is titled 'Marvell's Acquisition of Lumentum to Unite Optical and Electronic Capabilities, Potentially...'. The source uses conditional wording ('could'/'potentially'); this is speculative analysis and the deal itself is not confirmed in the text as agreed or completed.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/3/2026 · View original source