这家市值2000亿美元的芯片制造商正着眼于数据中心组件巨头Lumentum。此举有战略逻辑,可更好地与博通竞争。然而,人工智能驱动的供应紧张推高了目标公司的估值。老板马特·墨菲有在周期顶部买入的风险。
From Breakingviews - Breakingviews - COMMENTARY: Marvell's optical deal looks dangerously myopic The $200 bln chipmaker is eyeing data-center components giant Lumentum. There's strategic logic to better compete with Broadcom. An AI-driven supply crunch, however, has inflated the target’s value. Boss Matt Murphy risks buying at the top of the cycle.