ChipsAnnouncement
Marvell and Lumentum cite a $550B combined CY30 addressable market for AI connectivity
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.
- Size
- $550 bn
- Source
- Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
- Published here
This fact was extracted from the source above and checked automatically: every number and company named here appears in it. Read the original before relying on it.