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Tech Giants Are All Grabbing Up Chips

Meng Li · chippub

Oct 14, 2026 · 1 min listen · Last updated October 14, 2026

In the first few months of 2026, the pace of mergers and acquisitions in the optical chip industry has been so intense that it is almost dizzying. On March 2 alone, Nvidia announced $2 billion investments in both Lumentum and Coherent.

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In the first few months of 2026, the pace of mergers and acquisitions in the optical chip industry has been so intense that it is almost dizzying.

On March 2 alone, Nvidia announced $2 billion investments in both Lumentum and Coherent. Three weeks later, it poured another $2 billion into Marvell. In the same month, Credo Technology announced the acquisition of Israeli silicon photonics company DustPhotonics for $750 million. Just a few months earlier, Marvell had completed its acquisition of Celestial AI for up to $5.5 billion. When these deals are added together, the capital flowing into the optical interconnect sector alone has exceeded $10 billion in just six months.

A large number of these acquisitions and investments are all pointing in the same direction — optical chips. The explosive expansion of AI computing power has pushed optical chips to become the central hub determining whether the entire computing infrastructure can operate normally. Whoever can build a moat in this critical link will possess a strong defensive advantage in the AI infrastructure race for the coming years.

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