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美满科技与Lumentum在AI光模块竞赛中的对比How Marvell and Lumentum stack up in AI's optical race

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这张资料照片显示,2026年10月6日,在美国纽约市举行的美满电子科技投资者日活动上,美满电子科技董事长兼首席执行官马特·墨菲向与会者发表讲话。路透社/爱德华多·穆尼奥斯/资料照片Matt Murphy, Chairman and CEO of Marvell Technology, speaks to attendees during the Marvell Technology Investor Day in New York City, US, October 6, 2026. REUTERS/Eduardo Munoz/File Photo

美满科技(MRVL.O)以1150亿美元收购Lumentum(LITE.O),这笔交易跻身今年最大科技并购案之列,凸显出为AI数据中心提供动力的光硬件需求日益增长。

Marvell Technology's (MRVL.O) $115 billion buyout of Lumentum (LITE.O) ranks among the biggest tech deals of the year and highlights the growing demand for the optical hardware that powers AI data centers.

周一达成的这笔交易将两家获得英伟达(NVDA.O)支持的公司合二为一,它们的产品有助于在AI芯片之间传输海量数据,从而拓宽了这家定制芯片制造商在半导体行业增长最快细分领域之一的版图。

Monday's deal joins two Nvidia-backed (NVDA.O) companies whose products help move vast amounts of data between AI chips, broadening the custom chipmaker's reach in one of the fastest-growing segments of the semiconductor industry.

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