#MarvellLumentumTalks

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About MarvellLumentumTalks

Bloomberg reports Marvell is in advanced talks to acquire Lumentum, with an announcement possible as early as next week. No deal is finalized. Lumentum’s ~$83B market cap, compared with Marvell’s ~$3.9B cash reserves, suggests substantial financing needs. Their businesses span custom AI chips, lasers and high-speed optical links. A deal could strengthen their AI data center supply chain presence. Can pricing, financing and integration costs support long-term value?