Aeluma Inc

ALMU

Market cap $259M

Key Appointment to Drive Scaling of Wafer Production for Growing Markets Key Appointment to Drive Scaling of Wafer Production for Growing Markets

Nvidia recently committed roughly $4B to secure photonics supply chains, including equity investments and multiyear capacity agreements with key optical suppliers such as Aeluma, Inc. Coherent Corp. and Lumentum Holdings both warn that indium phosphide (InP) wafer and device capacity may remain constrained for years, even after aggressive fab expansions. Photodetectors sit in the same InP-dependent ecosystem as high-power lasers, making receive-side device supply an underappreciated bottleneck as optical interconnect demand accelerates.

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Aeluma: The AI Photonics Dark Horse

GOLETA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU) (“Aeluma” or the “Company”), a transformative semiconductor company specializing in high-performance and scalable technologies, today reported financial results for its second quarter of fiscal 2026 ended December 31, 2025.

Key Appointment to Drive Commercialization Strategy as Markets Ramp and Company Generates Initial Sales Key Appointment to Drive Commercialization Strategy as Markets Ramp and Company Generates Initial Sales

Aeluma's NASDAQ: ALMU stock price outlook is bright—it's only a matter of execution and timing. The company's technology is critical to AI advancement and potentially disruptive across industries.

GOLETA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum computing, today announced it will issue its financial results for the second quarter of fiscal 2026, which ended December 31, 2025, after the U.S. financial markets close on Wednesday, February 11, 2026.

Aeluma's ~30% two-week pullback appears driven by thin float and high-beta de-risking, not negative company-specific developments. Aeluma is transitioning from a science project toward early commercialization, where milestone progression matters more than quarterly noise. At sub-$300M equity value, the market heavily discounts the likelihood Aeluma's III-V-on-silicon platform becomes a meaningful supplier.

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