Maiwell Technology (Marvell Technology) is in advanced negotiations to acquire Lumentum, a manufacturer of optical components for data centers, and is expected to complete a major merger and acquisition in the field of hardware supply chains (AI).

On October 28th, according to Bloomberg citing sources familiar with the matter, the deal could potentially be announced next week. However, the two parties have not yet reached a final agreement, and there are still uncertainties regarding details such as the timing.

Lumentum has a market value of approximately $8.3 billion, while Maiwell Technology has a market value of about $22.1 billion. After the announcement, Maiwell Technology's stock price fell by more than 8% after the market closed, whereas Lumentum soared by 11%.

As investors bet on the huge growth potential of artificial intelligence technology, tech companies are accelerating their efforts to solidify their AI infrastructure layout through acquisitions.

Lumentum focuses on laser and optical technology, and its products are used for high-speed transmission of massive amounts of data between servers, data centers, and other nodes. They are one of the core hardware components that support the expansion of computing power for AI.

Data centers and telecommunications operators rely on such optical devices to achieve efficient information flow. As the demand for bandwidth continues to rise with the training and inference of the AI model, the market demand for related hardware has also increased accordingly.

Earlier this year, NVIDIA invested $2 billion in Lumentum, further highlighting the company's strategic position in the AI industry chain.

For Maiwell Technology, this acquisition has clear strategic synergistic value. Maiwell Technology itself is a semiconductor manufacturer and is currently a purchaser of Lumentum laser products.

Analysis suggests that if the acquisition is completed, Marvell Technology will bring key suppliers under its control, effectively simplifying the supply chain structure and achieving deeper vertical integration in the field of optoelectronic interconnection required by the AI data center. Both companies are located in northern California.