The $100 billion "whale takeover" of Lumentum (LITE.US) by Marvell (MRVL.US) reveals an extremely tense laser market.

According to Zhitong Finance APP, chip manufacturer Marvell Technology (MRVL.US) announced on Monday that it will acquire data center laser manufacturer Lumentum Holdings (LITE.US) in an all-stock deal worth approximately $115 billion. If successfully completed, this will become one of the largest technology mergers in history. Behind the deal is the continuously rising demand from AI data centers for high-speed optical interconnection and laser supplies.