#optical communication

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Stories, products and papers tagged "optical communication", newest first.
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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.

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