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Lumentum

Semiconductors

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Recent changes

  1. Nov 2, 2026Acquired for $115B Marvell Technology
  2. Nov 2, 2026Marvell Buys Lumentum For $115B To Build AI Networking Giant Pulse story

Debt, IPO & other events

not counted in equity raised
DateEventAmountValuationInvestorsSource
Nov 2, 2026acquisition$115B—
Marvell Technology

Latest Pulse

  1. Marvell Buys Lumentum For $115B To Build AI Networking GiantMarvell will absorb optical-components maker Lumentum in an all-stock deal valuing it at $115 billion, creating a combined AI-networking supplier with a $550 billion addressable market.→
  2. Ligent Jumps 19% In Hong Kong IPO On AI Optics DemandLigent Technologies, a Qingdao-based maker of the optical transceivers that link servers inside AI data centers, raised $727 million in a Hong Kong IPO and saw its shares jump as much as 19% on debut.→
  3. Huawei Pitches A Cheaper Path Around Co-Packaged OpticsHuawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.→
  4. Eliyan Hits Unicorn Status With $145M Series CEliyan raised $145 million in Series C funding at a $1 billion valuation, becoming a unicorn as it scales chiplet interconnect technology designed to fix the data bottleneck that leaves AI chips idle much of the time.→
  5. FTC Clears Musk to Acquire Mesh, the SpaceX-Alumni Optical-Interconnect StartupThe FTC expedited its antitrust review and cleared Elon Musk to acquire Mesh Optical Technologies, a startup founded by three former SpaceX engineers that builds high-speed optical transceivers for data-center communications. Mesh emerged from stealth in February with a $50M Series A led by Thrive Capital; the acquisition slots directly into Musk's push to make his AI data centers faster and more energy-efficient.→

Coverage Timeline

newest first
  1. Nov 2, 2026BIG TECHMarvell Buys Lumentum For $115B To Build AI Networking Giant$115B All-Stock Deal→

All Coverage

BIG TECH
Marvell Buys Lumentum For $115B To Build AI Networking Giant
BIG TECH$115B All-Stock Deal

Marvell Buys Lumentum For $115B To Build AI Networking Giant

Marvell will absorb optical-components maker Lumentum in an all-stock deal valuing it at $115 billion, creating a combined AI-networking supplier with a $550 billion addressable market.

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