Marvell's $115 billion Lumentum deal could shift AI optics orders to Taiwan suppliers

Marvell's proposed $115 billion acquisition of Lumentum, expected to close in the first half of 2028, could bring Taiwanese optical component makers more orders, according to industry sources.

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2026-11-04 00:58 · DigiTimes Asia
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan

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