Marvell in advanced talks to acquire Lumentum for AI optics
10/29/2026 — 10/29, 08:19·3 sources (all)·3 reports (all)
Key takeaways
- Bloomberg reported, citing people familiar with the matter, that Marvell Technology is in advanced talks to acquire data-center optics maker…
- Marvell fell more than 8% after hours while Lumentum rose 11%.
Background & analysis
According to a Bloomberg report on October 28, 2026, citing people familiar with the matter, semiconductor company Marvell Technology is in advanced talks to acquire Lumentum, a maker of optical components for data centers. The report said a deal could be announced as soon as next week, though the two sides have not reached a final agreement and details, including the timing, remain subject to change. Lumentum, whose market capitalization is around $8.3 billion, focuses on laser and optical technology, and its products are used to move large volumes of data at high speed between servers, data centers and other nodes. NVIDIA invested $2 billion in Lumentum earlier in the year. As of October 29, the negotiations were still moving forward, with no signed transaction announced.
AI-generated from 1 reports · updated 3 hours ago
Latest turnBloomberg reports that Marvell is in talks to acquire optical communications equipment maker Lumentum, with a deal potentially announced as soon as next week; no final agreement has been reached. Lumentum's lasers and optical modules handle high-speed data center interconnects, and the acquisition would strengthen Marvell's AI data center lineup.
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Bloomberg reports that Marvell is in talks to acquire optical communications equipment maker Lumentum, with a deal potentially announced as soon as next week; no final agreement has been reached. Lumentum's lasers and optical modules handle high-speed data center interconnects, and the acquisition would strengthen Marvell's AI data center lineup.
IT之家AI score 64Marvell is in advanced talks to acquire data-center optics maker Lumentum, with a deal possibly announced as soon as next week, according to Cailian Press. Lumentum shares jumped more than 15% after hours while Marvell fell over 10%. Lumentum's CEO has said AI data-center demand has sold out its optical capacity through early 2029, with about 70% of demand for some products still unmet next year. Nvidia invested $2 billion in Lumentum earlier this year.
东方财富AI score 71Marvell Technology is in advanced talks to acquire data-center optics maker Lumentum, with a deal possibly announced as soon as next week, Bloomberg reported, citing people familiar with the matter. Lumentum is valued at about $8.3 billion; Marvell shares fell more than 8% after hours while Lumentum rose 11%.
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