Marvell Technology (MRVL.O) CEO Matt Murphy said the Lumentum deal aims to further bolster support for NVIDIA (NVDA.O).

Dongshan Precision said it has made small external sales of optical chips this year but is prioritizing internal use and has not begun large-scale external sales. Large-scale external sales will depend on adoption of next-generation technologies such as in-cabinet interconnect; the company expects demand to ramp gradually. It has completed optical-chip capacity preparations and plans to start parallel external sales of optical modules and chips from a specified future date. Its 1.6T product was used for customer testing and validation in Q3 and will move into relatively bulk shipments from Q4. DSP deliveries have been constrained in recent quarters; the company expects noticeable improvement after wafer capacity is released and does not expect this to affect next year’s deliveries. DSP supply is currently allocated by quota. The company says it is in a rapid customer-expansion phase and holds relative advantages.

美股股指期貨擴大漲幅；標普500指數期貨上漲0.6%，納斯達克100指數期貨上漲1%，道指期貨上漲0.8%。