From today's presentation, it appears that they will use the ZS-SI Silane to produce virtual ZS-Si using CVD as we suspected?
Could be huge!
Initial commercial production will include two product formats: solid ZS-Si and gaseous ZS-Si Silane
Commercial production targeting two product formats:
solid elemental silicon (Polysilicon and Monosilicon) – for SQC/UNSW and other customers
gaseous silane – for chemical vapour deposition (CVD) processing – for new potential customers
Focus on increasing production capacity - initially up to 10kg p.a. – potentially higher subject to market demand
Increasing engagement with domestic and international customers to develop revenue streams
Delivering an end-to-end, high technology manufacturing process for a critical enabling material
Providing a path to a secure and resilient supply chain - free of dependence on Russian-sourced materiaScaled ZS-Si Production and Commercialisation Timeline*:
Scaled production of ZS-Si as gaseous Silane
SLX Price at posting:
$3.51 Sentiment: Buy Disclosure: Held
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(20min delay)