$MRVL $LITE MARVELL'S LUMENTUM DEAL SEEKS MORE VALUE FROM THE SHIFT TO CPO AND… · @carrioresearch · TwKit

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$MRVL $LITE MARVELL'S LUMENTUM DEAL SEEKS MORE VALUE FROM THE SHIFT TO CPO AND NPO CNBC, Nov. 2, 2026. Lumentum CEO Michael Hurlston said the proposed combination would let the companies sell complete co-packaged and near-packaged optical solutions. Marvell CEO Matt Murphy argued that Lumentum's specialized laser technology could retain its differentiation beyond the current supply shortage. - Scale-up: Murphy described the need to connect hundreds or thousands of GPUs with semiconductor and optical technologies working together. - Products: Hurlston wants Marvell's electronics and Lumentum's optics designed and sold as a complete CPO/NPO solution. - Demand: Murphy said their presence in the same customer designs let Marvell cross-check Lumentum's growth against its own business. - Deal: the Nov. 2 agreement fixes the exchange at 4.500 Marvell shares per Lumentum share; expected closing is in the first half of 2028, subject to shareholder and regulatory approvals. I put the interview next to Marvell's April 20 OFC account: the companies had already demonstrated Lumentum's R300 optical switch working with Marvell DSP-powered modules. The commercial upside now is selling more of the optical link as one integrated design. April's demo connected two suppliers' products; the proposed merger would put the electronic and optical technologies under one owner.

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