Marvell Rumored to Buy Lumentum in Major Challenge to Broadcom: Counterpoint
Marvell and Lumentum stocks dropped premarket on buyout rumors as Marvell aims to secure critical AI laser fabs and tackle the shift toward co-packaged optics.
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Why It Matters
Marvell might buy Lumentum to get special laser technology. This shows companies are racing to build better AI chips.
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