Economy
Marvell Acquires Lumentum for $115 billion in Major AI Bet
The all-stock transaction values Lumentum at $102.54 billion and expands Marvell's combined addressable market to $550 billion.
You have used your 3 free reads for today
The full text of this story becomes available after the daily renewal. Sports and entertainment stay open. The paid subscription is not open yet.
Your free reads renew on 11/15/2026 at 00:00 (Brasília time).
The essentials of this story
- What happened
- Marvell Technology acquired optical component manufacturer Lumentum in a $115 billion all-stock transaction.
- Who is affected
- Semiconductor companies, data centers, and major tech corporations utilizing artificial intelligence infrastructure.
- What changes
- The transaction expands Marvell's total addressable market to $550 billion and intensifies competition with Broadcom.
Create a free account to keep reading: 3 full stories a day.
The paid subscription is not on sale yet. Free sign-up already works. Planned monthly price: R$ 9.90 (in US dollars and euros, a direct conversion at the official rate on the day you subscribe).
Sources
- Marvell compra Lumentum por US$ 115 bilhões em aposta no mercado de data centers para IA — Valor Econômico
- Marvell compra Lumentum por US$ 115 bilhões e aposta no mercado de data centers para IA — Folha de S.Paulo — mercado
- Marvell compra Lumentum em negócio de US$115 bilhões em aposta no mercado de data centers para IA — UOL — notícias