Marvell in advanced talks to buy data-center optics maker Lumentum

· Tech · United States

Chipmaker Marvell Technologies is in advanced talks to acquire Lumentum, a maker of data-center optics, according to Bloomberg. A deal would rank among the largest semiconductor transactions, given that Lumentum has a market capitalization of more than $80 billion. An announcement could come soon. Optical components are increasingly central to AI data centers, where they carry traffic between racks of accelerators, making Lumentum a strategic asset for a chipmaker looking to broaden its data-center portfolio. The reported talks come amid heightened deal activity across the semiconductor supply chain as companies position for AI infrastructure demand.

Why it matters：Optical interconnects are becoming a bottleneck in AI clusters, so a chipmaker absorbing a major optics supplier could reshape how data-center components are sourced and priced.

Key points

  • Lumentum's market capitalization exceeds $80 billion.
  • The deal would be one of the largest semiconductor transactions.
  • An announcement could come soon, per Bloomberg.

Sources (original reporting)

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