Reports Say Chipmaker Marvell and Optical-Device Maker Lumentum Are in Deal Talks; Both Stocks Move Sharply, Neither Company Confirms
Chip designer Marvell Technology and optical-components maker Lumentum are in talks about a transaction, according to market reports on October 29, and shares of both companies moved sharply on the news, making the pair a focus of the semiconductor sector that day. Neither company has confirmed the talks, and the structure and price of any deal have not been disclosed; any further development awaits formal announcements from the two companies.
Marvell is a major supplier of data-center and networking chips, while Lumentum is known for optical communications components; both sit in the AI data-center supply chain, which is why the market reacted so strongly to the rumor. Investors should note that merger reports of this kind carry significant uncertainty before any official announcement, and share-price moves can reverse quickly on a clarification or denial. (Source: Investopedia's premarket report on October 29, summarizing the deal reporting.)
Source: GSM · USA (original Chinese edition)
Photo: 图：AI数据中心光互连示意。King of Hearts 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Optical interconnects in an AI data center (illustrative). Photo by King of Hearts, CC BY-SA 3.0, via Wikimedia Commons.
