💻 Technology 1d ago · Tobias Mann

Marvell wants to be a copper topper, bets $115B on photonics leader to push optical networking

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Marvell wants to be a copper topper, bets $115B on photonics leader to push optical networking
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Hoping to dominate the next phase of AI networking, Marvell Technology plans to acquire photonics giant Lumentum in an all-stock deal valued at $115 billion. The move will fill several key gaps in Marvell's photonics portfolio, particularly with regard to high-performance laser sources, optical transceivers, optical circuit switches, and specialized compound semiconductor manufacturing capabilities involving indium phosphide.Higher speed interconnects combined with larger compute domains are the

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