Research investigation R1107 / comparison
Marvell–Lumentum deal records offer no dated factory-output guarantee
The sampled records separate standalone factory expansion from prospective merger benefits. AOI’s transceiver targets and Lumentum’s laser projects have no disclosed closing dependency; integrated solutions and stronger combined-company supply assurance remain conditional expectations, without a dated incremental-output guarantee.
The bounded sample comprises AOI’s November earnings release, quarterly filing and a third-party earnings-call transcript; Lumentum’s March presentation, March manufacturing announcement and November earnings release; and the filed transaction release and call transcript. It is not an exhaustive history of supplier expansion or customer qualification.
Version ledger
Frozen public editions
Each edition preserves the records, method, sources, and downloads available at publication time.
The bounded sample comprises AOI’s November earnings release, quarterly filing and a third-party earnings-call transcript; Lumentum’s March presentation, March manufacturing announcement and November earnings release; and the filed transaction release and call transcript. It is not an exhaustive history of supplier expansion or customer qualification.
- Dataset ID
- spd:ai-optics-before-2028-which-capacity-plans-depend-on-the-marvell-lumentum-deal-6b82263b
- Stable URL
- /research/ai-optics-before-2028-which-capacity-plans-depend-on-the-marvell-lumentum-deal-6b82263b
- Version
- v1
- Coverage
- Live collection
- Records
- 7
- Fields
- 7
- Updated
Measurement technique
How to read this report
- 01Synthesized eight supplied records through the original cutoff of November 7, 2026, at 21:31:03.480 UTC. This was evidence synthesis, not a new collection or manufacturing experiment.
- 02Separated each milestone by supplier, product category, date, measurement status and disclosed transaction dependency. Kept transceivers, lasers and optical switches separate.
- 03Defined standalone as having no disclosed acquisition-closing dependency—not as guaranteed execution. Distinguished equipment capacity, initial operations, production ramps, shipments, revenue opportunities and purchase commitments.
- 04Preserved both Greensboro timing statements and the differing AOI demand-coverage statements rather than selecting a preferred forecast or combining unlike measures.
Sources
Evidence
6 publishers supporting 7 records. Expand a publisher to inspect its cited pages.