TrendForce estimates that once Marvell completes its merger with Lumentum, the combined company's share of the 2026 semiconductor wired communications market will reach nearly 7%, ranking it behind only NVIDIA and Broadcom
TrendForce estimates that once Marvell completes its merger with Lumentum, the combined company's share of the 2026 semiconductor wired communications market will reach nearly 7%, ranking it behind only NVIDIA and Broadcom. TrendForce, a research firm, measured the market share of companies in the semiconductor wired communications market in 2026. The number nearly 7% means the estimated combined market share of Marvell and Lumentum in that market for 2026.
Verified 2026-11-04
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The deal would create a bigger challenger to the market leaders in the chips and optics that move data between AI processors, giving large buyers more choice.
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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