All the reasons Marvell investors are ’freaking out’ as Lumentum deal rumors swirl
THE SO WHAT
Investor anxiety over a Marvell–Lumentum tie-up—premium paid plus China approval risk—highlights how AI-era consolidation in optics and networking is now gated by geopolitics as much as synergies. If you rely on high-speed interconnects, diversify vendors and assume multi-year approval timelines can affect your roadmap.
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