Marvell in advanced talks to buy Lumentum, Bloomberg News reports
1 sourceUpdated Oct 29, 20261 min read
Sponsored
Sponsored
What each side asserts, disputes — or leaves out entirely.
Whose framing of this story rings truest to you?
Lumentum shareholders should hold out for a solid premium given their recent growth.
I worry this merger will reduce competition and push up component prices over time.
Marvell acquiring Lumentum could really boost their optical networking offerings for data centers.