Marvell to acquire Lumentum to secure InP laser supply for AI networking

Marvell Technology has agreed to buy Lumentum Holdings, paying roughly 33 times forward earnings, to gain its own supply of indium phosphide lasers, among the scarcest components in AI data center networking.

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2026-11-02 23:32 · DigiTimes Asia
Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

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