KI-Infrastruktur: Chipkonzern Marvell übernimmt Laserspezialisten Lumentum

In a significant move for the AI infrastructure sector, chip firm Marvell Technology has announced its acquisition of laser specialist Lumentum for approximately $115 billion, including debt. The deal, to be completed entirely with Marvell shares, aims to bolster the company's market position by leveraging Lumentum's expertise in optoelectronics, such as lasers for rapid data transfer in AI data centers.

Lumentum's stock dropped by nearly one percent in pre-market trading following the announcement. Speculations about a Marvell takeover had surfaced the previous week, but the Marvell stock remained largely unchanged. Lumentum specializes in producing lasers and other optical technologies that enable the swift transmission of vast amounts of data, which has become crucial as classical copper cables approach their limits in meeting the demands of modern AI data centers.

The merged entity is expected to generate cost synergies of one billion dollars, with Marvell shareholders holding 67 percent and Lumentum shareholders 33 percent post-closure. Both companies agreed on a pure share transaction, with Lumentum shareholders receiving four-and-a-half Marvell shares for each Lumentum share. The deal is anticipated to close in the first half of 2028, pending shareholder approval.

This acquisition marks the largest takeover this year in the global technology sector, aside from the SpaceX merger with AI developer xAI, according to Bloomberg data.