RamenPanda
RamenPanda|Oct 29, 2026 04:21
Regarding MRVL's acquisition of Lite, it's like a lion trying to eat a pig. The two companies aren't significantly different in size, making the acquisition itself extremely difficult. We won't discuss where the money will come from; both the US and China have antitrust regulations (MRVL sells over 30% of its products to China). Even if the money is secured, whether through funding from the "yellow coats" (referring to government officials) or by issuing new shares and diluting stock, regulatory intervention is inevitable. If not in the US, then in China.
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