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Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
What happened
Two days after Marvell Technology agreed to acquire one of Coherent's closest rivals (identified as Lumentum in the title), Coherent is positioning itself as the neutral optics supplier with no stake in the chip wars. The source states the cause as Marvell Technology's agreement to acquire its rival; the deal is at the agreed stage, and the article does not state that the transaction has been completed.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
optics
CoherentMarvell TechnologyLumentum
M&Aopticssupplier positioning
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
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