Latest

Every published item, in order · 18129 items
Nov 3
Tomorrow 08:00, the daily lands in your inboxTelegram channel or email. Same screening as this page, no ads.
IndustryBuildersMulti-sourceSelected71°18:09
Marvell to Acquire Lumentum for US$115 Billion in All-Stock Deal

The deal could give cloud providers and Nvidia an alternative to Broadcom's near-monopoly on optical interconnect components, restoring procurement leverage for AI data centre builds. It also positions Marvell for the CPO/NPO era by adding the InP laser capability it lacked. Buyers of optical modules and interconnect silicon should track the regulatory review, as pricing and supply dynamics across the sector may shift once integration begins.

Event
IT之家Source

Only the latest 2000 items are listed; for older ones see the daily archive