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Marvell’s $115 Billion Optics Deal Redraws the Supply Map缩略图
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Marvell’s $115 Billion Optics Deal Redraws the Supply Map

2026年11月4日 1 分钟阅读

Marvell’s all-stock acquisition of Lumentum, valued near $115 billion, has moved the AI infrastructure bottleneck from compute to connection even as the acquirer’s own shares came under pressure.

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