\- one contract is with a major U.S. semiconductor company
\- one is with a large global industrial-gases company
\- and one is with a large U.S. buyer
ASP has not disclosed the names of its customers. This is not financial advice, speculation only. I have a position in ASP isotopes.
ASPI has shipped enriched Si-28 samples to customers, received independent confirmation that enrichment levels tracked its theoretical calculations, and is now targeting commercial Si-28 shipments in H2 following engineering modifications to its enrichment facility.
Potential Customer 1: Intel
"Major U.S. semiconductor company." Intel is one of the world's most obvious candidates for that description.
Intel has spent years developing silicon spin qubits and explicitly designed its quantum programme around semiconductor manufacturing.
Intel's Tunnel Falls chip, for example, is a silicon spin-qubit device manufactured using industrial transistor fabrication technology. Intel describes the platform as being designed for at-scale manufacturing using CMOS technology. Strong strategic fit with ASP.
ASP is effectively saying:
We can provide highly enriched Si-28.
Intel is saying:
We can manufacture silicon spin qubits using semiconductor processes.
The Hitachi Connection
In July 2026, Hitachi announced a major collaboration with Intel K.K. and Japan's AIST to accelerate silicon quantum computing from academic research toward industrial application.
The programme is intended to develop silicon quantum chips with more than 100 qubits, use Intel's 18A manufacturing process and quantum-device Process Design Kit, develop cryogenic packaging and control technology, and ultimately work toward systems exceeding 1,000 qubits.
The infrastructure required to create a real manufacturing ecosystem around enriched Si28 is forming:
PDK - chip design - foundry manufacturing - packaging - control - system integration.
If Intel is serious about scaling this architecture, the supply of high-quality Si-28 becomes strategically important.
Potential Customer 2: June 2024, ASP announced a purchase order from global industrial gases company.
The obvious names:
\- Linde
\- Air Liquide
\- Air Products
The semiconductor industry already depends heavily on companies like these for highly purified gases and materials.
A major gases company has:
\- semiconductor-fab relationships
\- gas purification infrastructure;
\- logistics
\- packaging
\- materials expertise
\- global distribution
That industrial-gases company could potentially become a distribution bridge into the semiconductor industry.
ASP doesn't need to build a sales relationship with every individual fab. It has effectively plugged itself into an existing semiconductor supply chain.
If Si-28 becomes an important material for quantum and advanced semiconductor manufacturing, the companies controlling the supply chain will want reliable sources.
Potential Customer 3: IBM / Anderon
This trail is imo the most interesting right now. IBM has traditionally been associated with superconducting qubits, rather than silicon spin qubits. At first glance, IBM seemed like an unlikely Si-28 customer. But IBM's strategy has changed.
In May 2026, IBM and the U.S. Department of Commerce announced plans for Anderon, a new IBM company intended to become America's first pure-play quantum wafer foundry.
The proposed project has up to $1 billion in CHIPS incentives, alongside a $1 billion IBM contribution, and is designed to enable advanced quantum wafer production for a broad range of companies and quantum modalities.
IBM isn't simply building quantum computers. It's building silicon quantum manufacturing infrastructure, just like Intel with Hitachi.
In July 2026, IBM announced an agreement to acquire HRL Laboratories. HRL brings expertise in silicon-spin qubits and quantum sensing. IBM explicitly said the acquisition could help it work with Anderon on developing spin-qubit manufacturing and accelerating