Competitor Turns Supplier's "New Owner"! BofA: Marvell Technology's Acquisition of Lumentum May Prompt Cisco and Ciena to Seek Alternative Sources

date
04/11/2026
Zhitong Finance APP has learned that Bank of America analysts stated that Marvell Technology's (MRVL.US) acquisition of Lumentum (LITE.US) may prompt Ciena (CIEN.US) and Cisco (CSCO.US) to diversify their optical component suppliers.