Vendor dispute leads to supply cutoff of key components; Boeing (BA.US) 777 freighter production reportedly halted for nearly two months

智通财经2026/10/24 04:00

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Zhituo Finance APP has learned that, according to Boeing (BA.US) employees and court documents, Boeing has had a dispute with a small Florida-based supplier, resulting in a nearly two-month halt in Boeing 777 freighter production and disruptions to the production of the 767 models, including freighters and the KC-46 aerial refueling aircraft.

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Lumentum has a market capitalization of approximately $8.3 billions, while Marvell Technology's market capitalization is around $22.1 billions. Following the announcement, Marvell's stock fell by over 8% in after-hours trading, while Lumentum rose by 11%. This acquisition may aim to streamline the supply chain and strengthen vertical integration—Marvell is currently a customer of Lumentum, and after the acquisition, it will gain control over key optoelectronic interconnect components, consolidating its strategic position in the AI data center hardware sector.

华尔街见闻•2026/10/28 23:11