So everyone's talking about Marvell ($MRVL) in talks to acquire Lumentum ($LITE) for ~$99B..

First reported Oct 29, 2026, 03:53 UTC

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So everyone's talking about Marvell ($MRVL) in talks to acquire Lumentum ($LITE) for ~$99B.. the strategic logic is strong, but Marvell risks paying a peak scarcity price, if the bottlenecks ease in 2028-2030 I looked at this through Tessara's supply-chain constraint data… — @tengyanAI (X), Oct 29, 2026, 03:53 UTC

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