Aeluma, Inc. · NASDAQ:ALMU
Aeluma — Investor Presentation (October 2025)
27 slides from Aeluma's investor presentation, Oct 20, 2025
Slide 1: Investor Presentation October 2025
© Aeluma, Inc. All Rights Reserved. Investor Presentation October 2025 NASDAQ ALMU © Aeluma, Inc. All Rights Reserved.
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains summary information about Aeluma, Inc . (“Aeluma”) as of the date hereof . The information in this presentation is of general background and contains an overview and summary of certain data selected by the management of Aeluma . It does not purpo
Slide 3: The Aeluma Vision
© Aeluma, Inc. All Rights Reserved. The Aeluma Vision: Build the world’s highest performance semiconductor chips with scalable and cost - effective manufacturing. © Aeluma, Inc. All Rights Reserved.
Slide 4: Background Story: Gallium Nitride (GaN) and the Blue LED
Background Story: Gallium Nitride (GaN) and the Blue LED A materials breakthrough that enabled an industry and more 4 LED: light emitting diode; www.energy.gov/energysaver/led - lighting https:// www.youtube.com/watch?v=AF8d72mA41M&t=1399s The blue LED revolutionized lighting and displays, and galli
Slide 5: Aeluma's Indium Gallium Arsenide (InGaAs) Breakthrough
Aeluma’s Indium Gallium Arsenide (InGaAs) Breakthrough Best - in - class materials with scalable manufacturing InGaAs is the best material for shortwave infrared (SWIR) applications, impacting defense & aerospace, mobile and consumer electronics, AI infrastructure, industrial and robotics, quantum,
Slide 6: Investment Highlights
Investment Highlights Derisked business model poised for growth as U.S. recaptures semiconductor preeminence Rapidly Expanding SAM $4.9B in 2030 Broad applications across Defense and Aerospace, Mobile and Consumer Electronics, AI Infrastructure, Quantum, Industrial and Robotics, and Automotive Trans
Slide 7: Recent Developments
Recent Developments FY2025 Results Announced on 9/9/25 Operational and Financial Highlights x Nasdaq IPO (Uplist) and $13.8M capital raise In March x $25.4M capital raise in September x FY2025 revenue $4.7M (up from $0.9M in FY24) x 6 R&D contracts secured in 2025, including 2 in Q4 x 20 active cust
Slide 8: Aeluma Addresses Multiple High-Growth Markets
Automotive Aeluma Address Multiple High - Growth Markets High - performance semiconductors that scale 8 • Consumer vehicles • Robotaxis • Trucking • Advanced driver assistance systems Industrial and Robotics Defense and Aerospace Mobile, Tablet, PC, and AR/VR • Robotics • Delivery robots • Factory a
Slide 9: Aeluma's Breakthrough in Semiconductor Manufacturing
Aeluma’s Breakthrough in Semiconductor Manufacturing Best - in - class materials on large - diameter substrates 9 Source of SWIR sensor image: https:// www.flir.com/support/products/swir - ingaas - fpa/ The World’s First 12 - inch Indium Phosphide on Silicon Wafer Aeluma (2022) © Aeluma, Inc. All Ri
Slide 10: Aeluma's Technology Breakthrough
Not scalable, manual, and low throughput Highly automated and ability to produce many chips per wafer Monolithic CMOS process integration Wafer - scale integration and packaging 10X lower manufacturing cost for mass market applications CMOS: complementary metal - oxide semiconductor; Outcomes cannot
Slide 11: Manufacturing for a Mass Market
Manufacturing for a Mass Market Aeluma’s large - diameter manufacturing economies of scale Incumbent technologies cannot meet volume requirements for consumer markets Aeluma’s manufacturing enables scaling and cost reduction required for current mass market applications Typical fab capacity Wafers r
Slide 12: Aeluma Outperforms the Competition
APD: Avalanche photodiode; SPAD: Single - photon avalanche diode; Outcomes cannot be guaranteed. Aeluma Outperforms the Competition Technology Comparison Aeluma’s is the only known technology that combines proven, high - performance InGaAs with scalable, cost - effective silicon manufacturing, there
Slide 13: Why Aeluma and Why Now? Mobile and Consumer SWIR Sensors
Why Aeluma and Why Now? 13 Better performance preferred for mass markets Market Vertical Example 1 : Shortwave Infrared (SWIR) Sensors for Mobile and Consumer Electronics What is SWIR? SWIR sensors needed for eye safety and other benefits Facial ID 3D scanner Health monitoring Radical approach requi
Slide 14: Why Aeluma and Why Now? AI Infrastructure
Why Aeluma and Why Now? High - performance required for a growing market Market Vertical Example 2 : AI Infrastructure and Data Center Interconnects Overcoming the data transfer bottleneck : The need for high - bandwidth, low - latency, and energy - efficient optical interconnects NVIDIA 2025 GTC Co
Slide 15: Why Aeluma and Why Now? Defense and Aerospace
Why Aeluma and Why Now? High - performance required for a growing market Market Vertical Example 3 : Defense and Aerospace A New Era in Defense Tech $130B venture capital invested in defense over four years Mission - critical systems require high performance and operation in harsh environments www.w
Slide 16: Stages of the Customer Opportunity Pipeline
Discovery - Marketing and trade shows - Targeting customers - Initial meetings Qualification - Commitment from customer for initial qualification - Design win - Qualification of production process - Test and validation Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Production © Aeluma, Inc. All Rights Rese
Slide 17: Cost-Effective and Scalable Manufacturing
Aeluma’s Cost - Effective and Scalable Manufacturing Transitioning to Commercialization 12 - inch wafer capability Combining rapid prototyping capabilities and volume manufacturing partners, Aeluma is positioned to effectively transition from R&D to commercialization with a capital - light approach.
Slide 18: Aeluma's Headquarters
Aeluma’s Headquarters Ideal Location for Development and Commercialization © Aeluma, Inc. All Rights Reserved. 18
Slide 19: Aeluma's Headquarters
Aeluma’s Headquarters Ideal Location for Development and Commercialization Headquarters with R&D and manufacturing capabilities [ 9 , 000 sq . ft . ] © Aeluma, Inc. All Rights Reserved. 19
Slide 20: Aeluma's Headquarters: Recent Expansion
Aeluma’s Headquarters: Recent Expansion Ideal Location for Development and Commercialization Headquarters with R&D and manufacturing capabilities [ 9 , 000 sq . ft . ] Recently added equipment for prototyping and wafer test & validation Recently added office and meeting space [2,400 sq. ft.] © Aelum
Slide 21: Technology Portfolio
Technology Portfolio © Aeluma, Inc. All Rights Reserved. 21 Near - Term Focus • Detector Arrays • Large - area Detectors • High - speed Detectors • Quantum Dot Lasers • Templates Longer Term • QD Lasers in Silicon Photonics • Quantum Photonics • Nano - scale Semiconductors
Slide 22: SWIR Photodiode Arrays
SWIR Photodiode Arrays Active and Passive Imaging Sensors Shortwave Infrared (SWIR) Array Features • Low dark current photodetector arrays manufactured with large - diameter substrate platform • Pixel and array size customizable • Typical array sizes: 128X32, 256X128, 640X512 • Delivered as PDA chip
Slide 23: Large-Area Photodiodes
Large - Area Photodiodes Sensors Photodiode Features • Typical Photosensitive Diameter (D): 0.25 to 5.0mm (0.25, 0.5mm most common) • Typical Operating Wavelength ( ): 0.95 to 1.55 m • Device Type: PIN, APD or SPAD (PIN and linear - mode APD most common) • Sample Format: Bare die, mounted on carrier
Slide 24: High-Speed Photodiodes
High - Speed Photodiodes Bandwidth - efficiency design tradeoffs High - speed Optical Communications High - speed Photodiode Features © Aeluma, Inc. All Rights Reserved. 24 • Typical Operating Speed: 10 - 50 Gbps • Typical Operating Wavelength ( ): 0.85 to 1.55 m • Device Type: PIN, UTC - PD, APD •
Slide 25: Quantum Dot Lasers
Quantum Dot Lasers Applicable markets include: • Data Center Interconnects (DCI) and AI Infrastructure • Telecom • Mobile and Consumer • Defense & Aerospace High - speed Optical Communications Quantum Dot Lasers and Amplifiers • Typical Operating Wavelength ( ): 1.25 to 1.35 m • Device Format: Fabry
Slide 26: Leadership Team
Leadership Team Steven DenBaars, PhD Seed Investor & Director John Paglia, PhD, CPA, CFA Director Craig Ensley Director Shuji Nakamura, PhD Seed Investor Richard Ogawa, JD Seed Investor & Advisor Vision, Entrepreneurship, and Expertise Senior Management Board Members Investors/Advisors Michael Byron
Slide 27: info@aeluma.com | www.aeluma.com
© Aeluma, Inc. All Rights Reserved. info@aeluma.com | www.aeluma.com © Aeluma, Inc. All Rights Reserved.