COMPANIES · AI CHIPS & NETWORKING

Aeluma

Aeluma is a small Goleta, California, semiconductor company that grows compound-semiconductor materials on large, CMOS-compatible wafers to make photodetectors, quantum dot lasers and related chips for data-center, defense, aerospace, consumer and quantum uses.

AI-adjacentAI chips & networking
What it does

Aeluma is a small Goleta, California, semiconductor company that grows compound-semiconductor materials on large, CMOS-compatible wafers to make photodetectors, quantum dot lasers and related chips for data-center, defense, aerospace, consumer and quantum uses.

Why it matters

It is aiming its high-speed photodetectors and quantum dot lasers at AI data-center optics, but it is early-stage: FY2026 revenue was about $4.5 million, largely from development work, and its AI datacom customers were still at the engineering-negotiation stage.

How it makes money

Earns revenue from government and commercial development contracts and engineering work, with the aim of selling photonic chips and wafers in volume.

Geography

United States (Goleta, California)

AI stack position

AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.

Competitors

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (1)

Aeluma announced a manufacturing partnership with Tower Semiconductor
Partners withDated / announced
Aeluma's FY2026 results release says it announced partnerships with Tower Semiconductor and Sumitomo Chemical Advanced Technologies to position Aeluma for qualification and scaling.

Source: 2026-09-16 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: One-line mention in Aeluma's own results release; does not describe the scope, terms, volumes or status of the Tower partnership, and Tower's own statement was not reviewed.

Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗

Comparisons (1)

Aeluma targets the data-center laser and photodetector market with Lumentum
Competes withComparison only
Aeluma is developing high-speed photodetectors and quantum dot lasers for data-center optics, a component market in which Lumentum is an established supplier.

Source: 2026-09-16 · reviewed 2026-10-02

Evidence: Analytical comparison · Product/market overlap (Aeluma pre-volume)

Limits: Editorial comparison; the cited Aeluma release does not name Lumentum, Aeluma is pre-volume, and this does not establish any customer contest or market share. The cited source describes only Aeluma's products; the overlap with Lumentum is an editorial comparison not stated in the source.

Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .