Marvell Wants Lumentum. Here’s Why Coherent Could Win.

Marvell’s reported negotiations to acquire Lumentum could make Coherent one of the most strategically valuable independent optical technology suppliers in AI infrastructure. Lumentum’s optical manufacturing capacity is reportedly sold out into 2029, highlighting why established photonics manufacturing assets have become increasingly valuable. Nvidia’s $2 billion investment in Coherent provides an additional strategic advantage as semiconductor […]