NEW YORK (The Thursday Times) — chip banane wali US company Marvell Technology ne Peer ko kaha ke woh optical components banane wali company Lumentum ko qarz sameet 115 arab dollar mein, mukammal taur par shares ke tabadle mein hone wale saude ke zariye khareed legi. Yeh 2026 ke sab se bare saudon mein se aik hai aur masnooi zehanat ke infrastructure ki tameer par ab tak ke sab se jurat mandana daon mein shumar hota hai.
"AI infrastructure optical connectivity ki taraf tameeri dhanche mein bunyadi tabdeeli se guzar raha hai, jo aisa mauqa paida kar raha hai jo aik nasl mein sirf aik baar aata hai," Marvell ke chief executive Matt Murphy ne kaha. Woh mushtarka company ke chairman aur chief executive ke taur par barqarar rahenge.
Lumentum lasers aur optical components banati hai jo AI, cloud computing aur communications networks mein data ko tez raftar se muntaqil karne ke liye istemal hote hain. Marvell, Amazon jaise technology giants ko custom AI chips tayyar karne mein madad deti hai, aur yeh sauda us ki bari harif company Broadcom ke muqable mein us ka palla mazboot karta hai.
Marvell 1,132 dollar fi share stock mein ada karegi, jo baat cheet ki khabrein pehli baar samne aane se pehle, 28 October ko Lumentum ke closing price par 23.9% premium hai. Lumentum ke shareholders ko un ke paas maujood har share ke badle Marvell ke 4.5 shares milenge, jis se unhein mushtarka company ka taqreeban 33% hissa hasil hoga.
Sarmayakar ghabrahat mein hain
Lumentum ke shares opening bell se pehle 6.5% gir gaye aur Marvell ke shares 2.3% phisal gaye. Baat cheet ki khabrein aane ke baad se donon mein tez kami aayi hai, kyunke is baat par shak barh raha hai ke kya AI par akhrajat jari reh sakte hain, aisi fikr jo pehle hi chip stocks ko mutasir kar chuki hai.
"Yeh aik azeem dao hai, aur sarmayakaron ka yeh poochna baja hai ke kya Marvell zyada qeemat ada kar rahi hai aur aik hi waqt mein zaroorat se zyada bojh utha rahi hai," IG Group ke chief technical analyst Axel Rudolph ne kaha.
Marvell ki market value teen saal mein barh kar 170 arab dollar se zyada ho gayi hai. Nvidia ne is saal ke aaghaz mein Marvell aur Lumentum mein se har aik mein 2 arab dollar ki sarmayakari ki. August mein Marvell ne aise chips faraham karne ka muahida kiya jo Google ke AI processors ke saath lagte hain, jis ki sales fiscal 2033 tak 120 arab dollar tak ho sakti hain. Lumentum ka sauda donon boards se manzoor ho chuka hai aur 2028 ki pehli chhamahi mein mukammal hone ki tawaqqo hai.
