{
 "generated": "2026-11-06",
 "sha": "38139a88e98b",
 "node": {
  "id": "org:lumentum",
  "type": "Organization",
  "name": "Lumentum",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://www.lumentum.com/",
  "aliases": [
   "Lumentum Holdings"
  ],
  "entry": "agent",
  "by": "episode-daily-refresh",
  "at": "2026-11-04T20:21:33Z",
  "degree": 0.0008,
  "n_apps": 0,
  "n_models": 0,
  "covered_eps": [
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  ],
  "n_covered_eps": 1,
  "covered_first": 110,
  "covered_last": 110,
  "n_covered_stories": 1,
  "n_covered_items": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/lumentum/",
 "out": [],
 "in": [
  {
   "type": "acquired",
   "sentence": "Marvell收购Lumentum",
   "direction": "in",
   "id": "org:marvell",
   "name": "Marvell",
   "since": "2026-11-02",
   "note": "全股票收购，每股 Lumentum 换 4.5 股 Marvell，隐含企业价值约 1,150 亿美元；日期是公告日，预计 2028 年上半年交割，尚未完成",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "Marvell 11-02 的新闻稿（8-K 附件 99.1）：Marvell 与 Lumentum 达成全股票合并协议，每股 Lumentum 换 4.5 股 Marvell，预计 2028 年上半年交割",
     "url": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526442714/d81187dex991.htm"
    }
   ]
  },
  {
   "type": "covers",
   "sentence": "AI 把内存、基板这些稀缺零件先订走了，PC 和手机在付账：Intel 一天跌掉 28.58%，手机出货掉两成讲到Lumentum",
   "direction": "in",
   "id": "story:110-story-b",
   "name": "AI 把内存、基板这些稀缺零件先订走了，PC 和手机在付账：Intel 一天跌掉 28.58%，手机出货掉两成",
   "role": "mention",
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}