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Marvell contributes $12.6 billion (FQ3'27 guidance) and Lumentum $5.1 billion (FQ1'27), on a most-recent-quarter annualized basis. Pro forma gross margin is 58% and 53% combine to 57%, and operating margin is 39%.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The combined TAM is shown as Marvell $400B plus Lumentum $90B+ for CY30. Sources cited are Marvell's October 6, 2026 Investor Day and Lumentum's March 17, 2026 OFC briefing.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The presentation says the combination pairs Marvell's interconnect with Lumentum's lasers and photonics. It cites $1B+ in run-rate synergies, primarily COGS, and expected accretion to Marvell non-GAAP EPS in year one post-close.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
Installation is planned for early calendar 2027, after the customer completed a benchmark evaluation last quarter. Aehr also cites a $22 million follow-on order from its lead AI processor wafer-level burn-in customer, announced in August 2026.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
The customer's second AI processor completed qualification on Sonoma, and Aehr received follow-on orders for initial production sampling ahead of an anticipated production ramp in calendar 2027.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
Bookings were $46.7 million and effective backlog was $109.3 million as of November 1, 2026. Aehr raised its fiscal 2027 revenue outlook to $150 million from a prior range of $130 million to $150 million.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
LiteWave 800 production is to scale in 2H 2027. Both products target data center interconnect and AI infrastructure connectivity.
Growth is led by hyperscalers and large service providers in the U.S. Demand is driven by transport capacity expansion, cloud wholesale connectivity and hyperscale DCI.