STOCK TITAN

ASP Isotopes (NASDAQ: ASPI) targets Q3 2026 Silicon-28 shipments

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

ASP Isotopes Inc. reported operational progress at its Silicon-28 enrichment facility in Pretoria, South Africa. The company has successfully restarted the first 18 stages of the plant after nine months of engineering enhancements to non-core components such as valves, compressors, and piping, and these stages have operated for over three weeks at target enrichment levels.

The company has signed three commercial contracts to supply enriched Silicon-28 to U.S.-based customers and expects initial commercial shipments to begin in Q3 2026. Earlier, it shipped first samples in August 2025, with independent analysis confirming enrichment performance. The release highlights Silicon-28’s potential importance for quantum computing and next-generation semiconductors.

Positive

  • None.

Negative

  • None.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Enrichment stages restarted 18 stages First 18 stages of Silicon-28 enrichment facility restarted and operating at target levels
Stable operation period over three weeks First 18 stages have operated at target enrichment levels for over three weeks
Silicon-28 contracts three commercial contracts Contracts to supply enriched Silicon-28 to U.S.-based customers
Expected shipment start Q3 2026 Initial commercial shipments of enriched Silicon-28 expected to commence
First sample shipment date August 2025 First samples of enriched Silicon-28 shipped to a U.S. customer
Engineering enhancement period last nine months Period over which modifications to non-core components were implemented
Silicon-28 enrichment facility technical
"the Company has successfully restarted the first 18 stages of its Silicon-28 enrichment facility located in Pretoria, South Africa"
A silicon-28 enrichment facility separates and concentrates the isotope silicon-28 from natural silicon to produce ultra-pure material used in advanced electronics and quantum technologies. For investors, such a facility matters because it supplies a rare, high-value input that can enable higher-performance chips and quantum devices; like a specialty mill that turns ordinary ore into a precision ingredient, its output can create niche revenue, supply-chain leverage, and strategic importance for companies that rely on cutting-edge materials.
quantum computing technical
"In quantum computing, the purity of enriched Silicon-28 allows qubits ... to hold their entangled state for significantly longer"
Quantum computing is a type of advanced technology that uses the principles of quantum physics to perform calculations much faster than traditional computers. It can process vast amounts of information simultaneously, potentially solving complex problems that are currently impossible or take too long with regular computers. For investors, this technology could lead to breakthroughs in areas like cryptography, data analysis, and optimization, impacting financial markets and security systems.
Aerodynamic Separation Process technical
"The Company’s proprietary technologies, the Aerodynamic Separation Process (“ASP technology”) and Quantum Enrichment (“QE technology”)"
Quantum Enrichment technical
"the Aerodynamic Separation Process (“ASP technology”) and Quantum Enrichment (“QE technology”), are designed to enable the production of isotopes"
forward-looking statements regulatory
"This press release contains “forward-looking statements” within the meaning of the safe harbor provisions"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
0001921865false00019218652026-05-262026-05-26

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 26, 2026

 

 

ASP Isotopes Inc.

(Exact name of Registrant as Specified in Its Charter)

 

 

Delaware

001-41555

87-2618235

(State or Other Jurisdiction
of Incorporation)

(Commission File Number)

(IRS Employer
Identification No.)

 

 

 

 

 

2200 Ross Avenue

Suite 4575E

 

Dallas, Texas

 

75201

(Address of Principal Executive Offices)

 

(Zip Code)

 

Registrant’s Telephone Number, Including Area Code: (214) 432-8219

 

 

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class

 

Trading
Symbol(s)

 


Name of each exchange on which registered

Common Stock, par value $0.01

 

ASPI

 

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 

 


Item 7.01 Regulation FD Disclosure.

On May 26, 2026, ASP Isotopes Inc. (the “Company”) issued a press release regarding the Company's production of Silicon-28, which is attached hereto as Exhibit 99.1 (the “Press Release”) and is incorporated by reference herein. In addition, the Company released its latest investor presentation (the “Presentation”). The Presentation is available on the Company’s website, www.aspisotopes.com, on the Home page. All of the information in the Press Release and the Presentation is presented as of the date hereof, and the Company does not assume any obligation to update such information in the future.

The information in this Item 7.01, the Press Release and the Presentation shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), and shall not be incorporated by reference into any filing with the U.S. Securities and Exchange Commission (including under the Exchange Act or the Securities Act), whether made by the Company before or after the date hereof, regardless of any general incorporation language in such filing.

The Press Release and the Presentation include “safe harbor” language pursuant to the Private Securities Litigation Reform Act of 1995, as amended, indicating that certain statements contained therein may be “forward-looking statements” rather than historical. Such forward-looking statements are based on management’s current beliefs and are subject to a a variety of known and unknown risks, uncertainties, and other factors that are difficult to predict and many of which are beyond management’s control. An extensive list of factors that can affect future results are discussed in the Company’s most recent Annual Report on Form 10-K, as amended, and other documents filed by the Company from time to time with the U.S. Securities and Exchange Commission. The Company does not assume any obligation to update or revise any such forward-looking statement to reflect new information or events.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

 

Exhibit No.

Description

99.1

Press Release dated May 26, 2026.

104

Cover Page Interactive Date File (embedded within the Inline XBRL document)

 

 

2


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

 

ASP ISOTOPES INC.

 

 

 

 

Date:

May 26, 2026

By:

/s/ Donald G. Ainscow

 

 

Name:

Title:

Donald G. Ainscow
Executive Vice President,
General Counsel and Secretary

 

3


EXHIBIT 99.1

img243345114_0.jpg

ASP Isotopes Implements Engineering Enhancements to Silicon-28 Enrichment Facility; Successfully Restarts First 18 Stages of Silicon-28 Enrichment Facility; Commercial Shipments of Enriched Silicon-28 Expected to Commence in Q3 2026

 

ASP Isotopes has previously announced that it has signed three commercial contracts for the supply of enriched Silicon-28 to U.S.-based customers, and expects to make initial commercial shipments of enriched Silicon-28 in Q3 2026.

The first 18 stages (comprising segments one and two) of the Silicon-28 enrichment facility have now successfully operated for over three weeks at target enrichment levels.

Engineering modifications made over the past nine months addressed non-core components, including valves and compressors; these same engineering enhancements are expected to be implemented to the remaining stages of the enrichment facility to enable commercial production of enriched Silicon-28.

 

DALLAS, May 26, 2026 (GLOBE NEWSWIRE) - ASP Isotopes Inc. (NASDAQ: ASPI) (“ASP Isotopes” or the “Company”), an advanced materials company focused on developing technologies and processes for the production of critical materials used in multiple industries, today announced that the Company has successfully restarted the first 18 stages (comprising segments one and two) of its Silicon-28 enrichment facility located in Pretoria, South Africa.

 

The Company shipped its first samples of enriched Silicon-28 to a U.S. customer in August 2025, and independent analysis confirmed that enrichment levels tracked in line with theoretical calculations. Following customer site visits in 2H 2025, the Company began implementation of numerous modifications to non-core elements of the Silicon-28 enrichment facility, such as valves, compressors, and piping. Having implemented these planned enhancements and operated the first 18 stages of the Silicon-28 enrichment facility for over three weeks, ASPI’s engineering team believes that they have found an optimized engineering solution. These same engineering enhancements are expected to be implemented to the remaining stages of the Silicon-28 enrichment facility to enable commercial production of enriched Silicon-28 safely and efficiently.

 

While the core enrichment technology has been operating in line with our expectations, many of the non-core components did not operate in line with the specifications provided by the OEM suppliers.” said Heino Van-Wyk, Head of Engineering at ASP Isotopes. “The engineering team have worked tirelessly over the

 


EXHIBIT 99.1

last nine months to correct these peripheral issues to construct a plant that is designed to be safe and efficient.”

 

Enriched Silicon-28 is emerging as a critical material in two of the most consequential technology races.

 

In quantum computing, the purity of enriched Silicon-28 allows qubits - the fundamental building blocks of quantum computers - to hold their entangled state for significantly longer before collapsing, a persistent challenge that has historically stood between quantum computing and real-world commercial use. Providing our customers with access to enriched silane for this purpose may allow them to make meaningful strides in advancing the technology.
 
It has also been demonstrated that enriched Silicon-28 has a superior ability to conduct and dissipate heat. This property may allow it to meaningfully improve the performance and reliability of conventional semiconductors

 

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 Company has previously announced that it has signed three commercial contracts for enriched Silicon-28 with U.S.-based customers requiring it for quantum computing and next-generation semiconductors. The Company expects to make initial commercial shipments of enriched Silicon-28 in Q3 2026.

 

 

About ASP Isotopes Inc.

 

ASP Isotopes is developing a differentiated isotope enrichment platform to strengthen global supply chain access to critical materials used in nuclear medicine, next-generation semiconductors, and nuclear energy. The Company’s proprietary technologies, the Aerodynamic Separation Process (“ASP technology”) and Quantum Enrichment (“QE technology”), are designed to enable the production of isotopes for a range of industrial and advanced technology applications. ASP Isotopes operates isotope enrichment facilities in Pretoria, South Africa, focused on the enrichment of low atomic mass elements, or light isotopes. For more information, please visit www.aspisotopes.com.

 

Forward Looking Statements

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations, and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy, and other future conditions. Forward-looking statements can be identified by words such as “believes,” “plans,”

 


EXHIBIT 99.1

“anticipates,” “expects,” “estimates,” “projects,” “will,” “may,” “might,” and words of a similar nature. Examples of forward-looking statements include, among others but are not limited to, statements we make regarding the expected benefits and completion of the engineering enhancements to the Silicon-28 enrichment facility and the expected timing for the commencement of commercial supply of enriched Silicon-28 to customers, and statements we make regarding expected operating results, such as future revenues and prospects from the potential commercialization of enriched Silicon-28, and future performance under supply contracts for enriched Silicon-28. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks, and changes in circumstances that are difficult to predict, many of which are outside our control. Our actual results, financial condition, and events may differ materially from those indicated in the forward-looking statements based upon a number of factors. Forward-looking statements are not a guarantee of future performance or developments. You are strongly cautioned that reliance on any forward-looking statements involves known and unknown risks and uncertainties. Therefore, you should not rely on any of these forward-looking statements. There are many important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements, including, but not limited to: the outcomes of various strategies and projects undertaken by the Company; the potential impact of laws or government regulations or policies in South Africa, the United Kingdom or elsewhere; our future capital requirements and sources and uses of cash; our ability to obtain funding for our operations and future growth; our reliance on the efforts of third parties; our ability to complete the construction and commissioning of our enrichment plants or to commercialize isotopes using the ASP technology or the Quantum Enrichment Process; our ability to obtain regulatory approvals for the production and distribution of isotopes; the financial terms of any current and future commercial arrangements; our ability to complete certain transactions and realize anticipated benefits from acquisitions and contracts; dependence on our Intellectual Property (IP) rights, certain IP rights of third parties; the competitive nature of our industry; and the factors disclosed in Part I, Item 1A. “Risk Factors” of the company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025 (as amended) and in the company’s subsequent reports and filings with the U.S. Securities and Exchange Commission. Any forward-looking statement made by us in this press release is based only on information currently available to us and speaks only as of the date on which it is made. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise. No information in this press release should be interpreted as an indication of future success, revenues, results of operation, or stock price. All forward-looking statements herein are qualified by reference to the cautionary statements set forth herein and should not be relied upon.

Contact
IR@ASPIsotopes.com

 


FAQ

What operational update did ASP Isotopes (ASPI) provide on Silicon-28?

ASP Isotopes reported it has successfully restarted the first 18 stages of its Silicon-28 enrichment facility in Pretoria. These stages have run over three weeks at target enrichment levels after engineering upgrades to non-core components like valves, compressors, and piping.

When does ASP Isotopes (ASPI) expect Silicon-28 commercial shipments to begin?

The company expects initial commercial shipments of enriched Silicon-28 to begin in Q3 2026. This follows successful test shipments in August 2025 and recent stable operation of the first 18 stages of its enrichment facility in Pretoria, South Africa.

How many Silicon-28 contracts has ASP Isotopes (ASPI) signed?

ASP Isotopes has signed three commercial contracts to supply enriched Silicon-28 to U.S.-based customers. These customers plan to use Silicon-28 for quantum computing and next-generation semiconductor applications, reflecting growing demand for this specialized material.

Why is enriched Silicon-28 important for quantum computing and semiconductors?

Enriched Silicon-28 can help qubits maintain their entangled state longer in quantum computers and offers superior heat conduction for conventional semiconductors. These properties may support more reliable quantum devices and improve performance and thermal management in advanced chips.

Where is ASP Isotopes’ Silicon-28 enrichment facility located and what has changed?

The Silicon-28 enrichment facility is located in Pretoria, South Africa. Over the last nine months, ASP Isotopes implemented engineering enhancements to non-core plant components, enabling the first 18 stages to run safely and efficiently at target enrichment levels for more than three weeks.

What technologies does ASP Isotopes (ASPI) use for isotope enrichment?

ASP Isotopes is developing two proprietary technologies: the Aerodynamic Separation Process, referred to as ASP technology, and Quantum Enrichment, known as QE technology. These platforms aim to produce critical isotopes for nuclear medicine, next-generation semiconductors, and nuclear energy applications.

Filing Exhibits & Attachments

2 documents