What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

· Vikram Sekar · Oct. 30, 2026, 8:51 a.m.
Summary
This blog post discusses the implications of the Marvell-Lumentum deal specifically focusing on digital signal processors (DSPs), laser technology, and associated modules. It includes analysis on vertical integration and pricing strategies, along with considerations regarding market share risks for Marvell’s PAM4 DSP products.
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