ASP Isotopes cleared a major operational milestone at its Pretoria Silicon-28 enrichment facility, restarting the first 18 stages, and has now run them for over three weeks at target enrichment levels. Commercial shipments to U.S. customers are on track for Q3 2026.

The stock was up over 25% in early trading, back at its highest levels since January...

The restart follows nine months of targeted engineering work on non-core components. Fixes will now roll out across the remaining stages, and samples shipped to a U.S. customer last August already confirmed enrichment performance matched theoretical models.

Three commercial contracts are already signed with American buyers. 

“As we scale our production capabilities over the coming quarters, both of these applications will be central to our strategy,” said Stefano Marani, President of ASP Isotopes’ Electronics and Space division. “We have seen considerable interest in many isotopes to enable next-generation technologies.”

The material is headed for two high-stakes applications. In quantum computing, enriched Silicon-28 dramatically extends qubit coherence times by reducing nuclear spin noise. In conventional semiconductors, the isotope’s superior thermal conductivity improves heat dissipation and device reliability.

We discussed ASPI's silicon segment back in October when they announced their largest ever supply contract and acquired a U.S.-based radiopharmacy. “The company is targeting demand ’for isotopes such as Silicon-28, which will enable quantum computing, and Molybdenum-100, Molybdenum-98, Zinc-68, Ytterbium-176, and Nickel-64 for new, emerging healthcare applications, as well as Chlorine-37, Lithium-6, and Uranium-235 for green energy applications.’”

The company is now making progress on multiple fronts, including the helium sector after completing its acquisition of Renergen, which has a project in South Africa.