Search

2 results for “Lumentum”

Companies

Intel's Cash-Burn Warning Deepens the Foundry Dilemma

Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.

Amara Okafor·October 30, 2026·8 min read

Companies

Marvell Investors Freak Out Over Lumentum Deal Rumors on Premium and China Fears

Marvell investors are freaking out as Lumentum deal rumors swirl, per MarketWatch — driven by two fears: a big takeover premium and a long wait for China's approval. The episode exposes how fragile semiconductor M&A confidence has become.

James Whitfield·October 29, 2026·15 min read