Stifel says Marvell, Mojo Vision partnership sets up micro-LED optics battle

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Fri, March 13, 2026 astatine 12:25 PM CDT 1 min read

Stifel expert Tore Svanberg notes that connected Thursday, Marvell (MRVL) announced a semipermanent collaboration with Mojo Vision to enactment the commercialization of its micro-LED platform. The concern began successful September 2025, erstwhile Marvell led Mojo Vision’s astir caller backing round, a $75M Series B Prime, valuing the institution astatine astir $280M post-money, and the 2 companies agreed to jointly make caller optical interconnects implicit aggregate hardware generations. Mojo Vision’s micro-LED interconnects person been successful improvement for implicit a twelvemonth and are expected to enactment a multitude of networking topologies and applications, though the steadfast believes it volition astir apt beryllium initially focused connected scale-up applications. Stifel notes Marvell’s caller Celestial AI acquisition and forthcoming SiPho roadmap could payment from the Mojo Vision micro-LED concern announced today. The steadfast has a Buy standing connected Marvell.

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