Aeluma, Inc.: insider trades · United States · SEC (Form 4)

About Aeluma, Inc.

Aeluma, Inc. (NASDAQ: ALMU) is a U.S.-based technology company focused on high-performance semiconductors and photonic devices designed for scalable, mass-market deployment. Headquartered in Goleta, California, United States, the company was founded in 2019 and is led by Jonathan Klamkin, a professor and deep-tech entrepreneur with a background in integrated photonics and optoelectronics at the University of California, Santa Barbara. Aeluma’s strategy sits at the intersection of compound semiconductors, silicon manufacturing, and advanced sensing/communications applications. The company’s core differentiation is its proprietary approach to integrating high-performance compound semiconductor nanomaterials with mass-market silicon manufacturing processes. In practical terms, Aeluma is developing devices that aim to deliver premium optical and electronic performance without the cost and scaling limitations that often constrain traditional compound-semiconductor production. Its main development areas include novel sensors and communications components, with a strong emphasis on shortwave infrared (SWIR) photodetectors, quantum-dot photonic integrated circuits (PICs), quantum-dot lasers, 3D sensing solutions, silicon photonics, and optical interconnect technologies for AI infrastructure. Management also indicates that the platform may be extended to other optoelectronic devices such as lasers, transistors, and solar cells. From a competitive standpoint, Aeluma is positioned as an early-stage industrialization story rather than a legacy semiconductor supplier. Its investment case is based on the claim that its technology can scale to high-volume manufacturing while addressing demanding end markets including defense and aerospace, AI, automotive, AR/VR, robotics, and quantum computing. That positioning matters because these markets typically reward not only device performance, but also manufacturability, reliability, and supply-chain resilience. Aeluma’s model remains relatively small and still in commercialization build-out, but it has been presenting itself as moving beyond pure R&D through revenue generation and contract wins. Recent milestones have been material. In 2025, the company reported strong quarterly revenue growth, reiterated annual revenue guidance, and highlighted its uplisting to NASDAQ. It also disclosed new or ongoing government-related programs and collaborations, including work linked to NASA, the U.S. Department of Energy, DARPA, and the U.S. Navy. These awards support development efforts spanning quantum photonics, SWIR sensing, and high-speed photodetection, and they serve as external validation of the platform’s technical relevance. For investors, Aeluma is best viewed as a U.S. deep-tech semiconductor company with a differentiated process platform, growing strategic visibility, and a still-evolving path toward broader commercial scale.