By Anan Ashraf
Publication Date: 2026-11-03 18:43:00
Post-merger, the Marvell-Lumentum combined company’s market share would approach 7%, placing it behind only NVIDIA and Broadcom, TrendForce said.
- NVIDIA and other cloud providers could then rely on the combined firm’s electro-optical interconnect solutions to maintain sourcing flexibility, reducing their reliance on Broadcom, the firm said.
- Marvell announced the all-stock transaction to buy Lumentum on Monday, with both companies’ boards approving it.
- The firm expects China’s review of the deal to focus on whether the merged company could restrict access to lasers, bundle products, or favor its own Cloud Light module business.
Market research firm TrendForce on Tuesday said Marvell Technology’s (MRVL) planned acquisition of Lumentum (LITE) could unite optical and electronic capabilities in a way that potentially challenges Broadcom’s (AVGO) leadership in AI optical communications and interconnects.
TrendForce estimates Marvell ranks fourth, and Lumentum eighth, by revenue in…
