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Marvell and Lumentum announce plan to combine into an AI connectivity company

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.

Companies
Lumentum, Marvell
Source
Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
Published here

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