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Marvell targets AI connectivity leadership with Lumentum deal
12:06am on Tuesday 3rd of November, 2026 AEDT
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Semiconductors
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Marvell targets AI connectivity leadership with Lumentum deal
12:06am on Tuesday 3rd of November, 2026 AEDT
Key Points
US$115 billion implied enterprise value for Lumentum
4.500 Marvell shares offered for each Lumentum share
US$550 billion combined addressable market claimed
More than US$1 billion in projected annual run-rate synergies
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