Mojo Vision has closed a $75 million Series B Prime round led by Vanedge, with NEA, Khosla, Dolby Family Ventures, and others re-upping, and new money from Imec.xpand and more. The company frames its wafers-in, wafers-out micro-LED platform—300 mm silicon with GaN-on-Si emitters, quantum dots, and micro-lens arrays—as a path to higher brightness, bandwidth density, and lower power. Management says the tech is nearing commercial viability and positions micro-LEDs as an enabler for next-gen AI applications.
(Source: Mojo Vision)
Mojo Vision has secured $75 million in new funding to accelerate the commercialization of its micro-LED platform. The round was led by Vanedge Capital; returning investors include NEA, Edge VC, Fusion Fund, Knollwood, Dolby Family Ventures, and Khosla Ventures; new investors include Imec.xpand, Keymaker, Ohio Innovation Fund, and Hyperlink Ventures.
CEO Nikhil Balram says the oversubscribed round “marks a new phase” for the platform and puts the company on an “accelerated path” to ship applications that can “power AI.” The company highlights nine years of development on a wafers-in, wafers-out flow that combines 300 mm silicon architecture, GaN-on-Silicon emitters, high-performance quantum dots, and micro-lens arrays to resolve size/brightness/bandwidth/power trade-offs.
Vanedge’s Moe Kermani argues the platform can “transform the performance of AI infrastructure and reach of AI applications,” while board member Achin Bhowmik calls micro-LEDs a “once in a generation” semiconductor technology approaching a commercial inflection.
(Source: Mojo Vision)
Why micro-LEDs matter, according to Mojo:
What do we think?
Mojo isn’t just touting generic micro-LED benefits; it’s positioning concrete applications where brightness, bandwidth density, and efficiency matter.
The check size and investor mix suggest real interest in micro-LED as an enabling layer for AI-heavy systems, and it’s reasonable to assume the lead and follow-on investors did meaningful diligence before committing. But the claims—especially those that step from “display” into “AI infrastructure”—deserve closer inspection against shipped products, cost/yield on 300 mm, and system-level metrics (luminance per watt, lifetime, color conversion efficiency, manufacturing throughput). We’ll look harder at Mojo’s process flow and customer pipeline; for now, the round validates momentum in the micro-LED sector and keeps Mojo on the short list of companies to watch.
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