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  • Marvell's $115B Lumentum Deal Climbs the AI Laser Wall to Take on Broadcom, but Beijing Holds the Switch

Marvell's $115B Lumentum Deal Climbs the AI Laser Wall to Take on Broadcom, but Beijing Holds the Switch

vm_adminNovember 3, 2026
Marvell's 5B Lumentum Deal Climbs the AI Laser Wall to Take on Broadcom, but Beijing Holds the Switch

By Team Counterpoint
Publication Date: 2026-11-03 03:26:00

Counterpoint Research Insight

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Tagged 115B, Beijing, Broadcom, Climbs, Deal, Holds, Laser, Lumentum, Marvell039s, Switch, Wall

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