Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers

What happened

Marvell has proposed an all-stock acquisition of Lumentum; the deal remains a proposal. Beyond a shrinking takeover premium, the proposed acquisition faces another challenge: whether optical module makers will shift orders away from Marvell's dominant optical digital signal processor (DSP) business. Per the title, rivals have until 2028 to court its customers.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 11/3/2026 · View original source