Marvell is reportedly considering acquiring Lumentum to expand its product portfolio. Talks between the two Northern California-based companies highlight a wave of mergers and acquisitions fueled by the AI boom, as investors bet on the technology’s enormous growth potential. Lumentum currently has a market capitalization of approximately US$83 billion, compared with Marvell’s US$221 billion. Lumentum produces optical communication lasers and optical transceiver modules, positioning it as a strategically important player in the AI boom. Its growing importanc...

AIXTRON SE a technology provider of MOCVD solutions for advanced photonics, announced today that Lumentum, a global leader in optical and photonic technologies for artificial intelligence (AI) and cloud data centres, has placed multiple orders for the G10-AsP platform. The orders reflect the growing demand for indium phosphide (InP)-based lasers and detectors, which are becoming essential for the rapid growth of large-scale AI data center networks. Lumentum is at the forefront of deploying ultra-high-speed optical connectivity solutions, including next-generation...