Aeluma (ALMU) Investor presentation summary

Vision and technology

• Aims to build the world's highest performance semiconductor chips with scalable manufacturing, focusing on next-generation photonics and large-diameter wafer production.

• Achieved a breakthrough with InGaAs on silicon, enabling best-in-class materials for SWIR applications across multiple industries.

• Manufactures the world's first 300 mm InP-on-Si wafer, overcoming supply chain constraints and enabling 5-10X lower manufacturing costs.

Manufacturing and scalability

• Utilizes capital-light, large-volume manufacturing with primarily outsourced production and proprietary in-house steps.

• Large-diameter substrate manufacturing enables economies of scale, with 300 mm wafers providing 16X the area of traditional 3-inch wafers.

• Facilities include 12,000 sq. ft. for R&D and manufacturing, with ISO 9001:2015 certification and 300 mm MOCVD capability.

• Rapid prototyping and partnerships for medium- and large-volume manufacturing support transition to commercialization.

Products and markets

• Product portfolio includes large-area InGaAs photodiodes, high-speed photodiodes, SWIR photodiode arrays, quantum dot lasers, and quantum photonics wafers.

• Addresses markets in mobile, consumer electronics, AI infrastructure, datacom, defense, aerospace, industrial, robotics, automotive, and quantum sectors.

• SWIR sensors offer benefits like eye safety, operation in sunlight, night vision, higher sensitivity, and lower power consumption.