Marvell (MRVL.US)'s $100 billion "whale-sized" acquisition of Lumentum (LITE.US): Behind it, the laser market is "extremely tight"

date
03/11/2026
Zhitong Finance APP has learned that chipmaker Marvell Technology (MRVL.US) announced on Monday that it will acquire data center laser manufacturer Lumentum Holdings (LITE.US) in an all-stock transaction valued at approximately $115 billion. If completed successfully, this will become one of the largest technology mergers and acquisitions in history. Behind the deal is the continued surge in demand from AI data centers for high-speed optical interconnects and laser supply.