Why Marvell's Lumentum deal could send more AI optics orders to Taiwan

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 04 Nov, 00:58 UTC

Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the first half of 2028, would combine Marvell's chip design and optical module capabilities with Lumentum's laser…