Event ·Multi-source

Marvell 以 1150 亿美元全股票收购 Lumentum，整合 AI 基础设施业务

Marvell 宣布以 1150 亿美元全股票方式收购光模块与光器件厂商 Lumentum。两家公司均在 AI 数据中心基础设施供应链中占据重要位置。这笔交易是继博通、AMD 等之后，AI 硬件领域又一起超大规模并购。

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Marvell 拿 1150 亿美元股票收购光模块大厂 Lumentum，AI 数据中心的光互连供应链又少一家独立玩家，做 AI 硬件投资判断的可以看看。

3 sources54° AI heatLast updated 2026/11/2 14:46:13

Evidence

3 sources

Primary sourcePolymarketMoney

2026/11/2 14:46:13View source

Related source 1Blognone

2026/11/3 02:39:22View source

Related source 2IT之家

2026/11/3 03:28:09View source

Conflict check

Dedup data only shows that these sources discuss the same event, not that they agree. There is no structured supporting or refuting evidence yet, so no conflict is inferred automatically.

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