Where it fits in a quantum computer
Its SILEX Quantum Silicon (Q-Si) project, started in August 2023 with initial offtake partner Silicon Quantum Computing (SQC) and UNSW Sydney, is building the first laser-based plant for highly enriched silicon-28; construction at its Sydney facility was completed in June 2026, final commissioning is due in late 2026, and the plant can make up to 20 kg a year. The project has $5.1M of Defence Trailblazer funding and a $4.35M cash contribution from SQC.
What the evidence establishes
Quantum-computing evidenceDisclosed: Silex’s Q-Si project page describes the silicon-28 plant, its June 2026 construction completion and SQC as initial offtake partner.
An explicit quantum-computing product, design-in, supply role, program or partnership, such as a part sold for quantum computers or a named quantum-computer customer. For a maker, it means the company’s own quantum computers or processors. This does not establish revenue, market share, volumes or future sourcing.
| Component role | Laser-enriched silicon-28 (Q-Si) for silicon qubits |
|---|---|
| Evidence | Disclosed: Silex’s Q-Si project page describes the silicon-28 plant, its June 2026 construction completion and SQC as initial offtake partner. |
| How we know | Disclosed The company’s own filing, release, annual report, product page or investor record describes the quantum-computing role. Where customers are unnamed, the listing says so. |
| Primary source | Silex Systems — supporting disclosure Company or official disclosure; vendor claims are attributed to their source. |
| Checked | . This is the research review date, not the source publication or quote time. |
Keep in perspective
The plant is not yet commissioned, a full economic assessment of the business case is still to be completed, and SQC is the only named customer. Q-Si serves silicon spin qubits, not the illustrated superconducting chip, and Silex’s larger business is laser uranium enrichment through Global Laser Enrichment.
Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A quantum-computing product, design-in or partnership does not by itself establish material quantum revenue, market share, or future returns.
Connections to the assembly
These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.
Substrate wafers
High-resistivity silicon or sapphire wafers, chosen because they absorb very little microwave energy. Isotopically purified silicon is the substrate of choice for spin qubits.
Scope of the company links: Superconducting qubits are built on high-resistivity silicon or sapphire, and silicon spin qubits need isotopically purified silicon-28. Soitec supplied the first custom 28Si FD-SOI wafers for Quobly, cycling in STMicroelectronics’ 300 mm fab since December 2025, and Silex finished building a laser plant for enriched silicon-28 in June 2026 (commissioning due late 2026) with Silicon Quantum Computing as initial offtake partner. For superconducting chips, QuTech’s 2026 flip-chip qubits started from >20 kΩ·cm wafers ‘sourced from Topsil’, a GlobalWafers company, and Kyocera researchers published superconducting vias through sapphire substrates for quantum circuits (2024); both are thinner, research-level links. Quobly also names Air Liquide and the unlisted Orano as silicon-28 partners without detailing their roles, so Air Liquide is not mapped here. The largest wafer makers (Shin-Etsu, SUMCO, Siltronic) document no qubit role and are not mapped.
Related research
Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.
- G
Alphabet (Google)
GOOGL · NASDAQWillow superconducting chip from its own Santa Barbara fab
Quantum-computing evidence - a
Amazon
AMZN · NASDAQOcelot cat-qubit chip prototype and Amazon Braket
Quantum-computing evidence - AM
Applied Materials
AMAT · NASDAQMaterials and wafer-level fab for superconducting qubits
Quantum-computing evidence - DW
D-Wave Quantum
QBTS · NASDAQAdvantage2 annealers and gate-model superconducting QPUs
Quantum-computing evidence - Fu
Fujitsu
6702.T · TSE256-qubit superconducting computer developed with RIKEN
Quantum-computing evidence