Topic

second-source procurement

Every THE D[AI]LY BRIEF article on second-source procurement — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.

Marvell

Marvell to Acquire Lumentum for $115B in All-Stock Deal

Marvell's $115 billion all-stock deal for Lumentum leaves customer agreements in place only until close. Buyers have about 12 to 18 months to qualify second-source optics and secure post-close supply terms.

November 2, 2026 · 10 min read