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![zacharygilula Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::870594920.png) Zach Gilula [@zacharygilula](/creator/twitter/zacharygilula) on x XXX followers
Created: 2025-07-19 03:29:24 UTC

🧵5/11 What is the market opportunity for each isotope?

- Silicon-28: $10B+ TAM in semis/quantum; ASP's direct Silane enrichment avoids impurities. With 50kg plant (world's largest), potential $50M+ annual revenue from contracts; semis adoption (e.g., Nvidia/Intel) could explode if nanowires prove XXX% efficiency gains. $INTC, $IBM, $GOOG, $MSFT
- Carbon-14: $10-20M global market (10% CAGR); ASP dominates non-Russian supply post-Feb 2025 production start, yielding $5-10M revenue via pharma deals. $PFE, $NVS, $MRK, $AZN, $GSK
- Molybdenum-100/98: $500M+ medical market; shortages open $100M+ for ASP via multi-year contracts, leveraging operational facilities. $CAH, $GEHC
- HALEU (Enriched Uranium-235): Largest at $10B+ by 2030 (US needs XX tons/year); TerraPower agreements position for $500M+ contracts; low-capex ($80-100M/facility) beats competitors. @TerraPower, Sovereign nations, Westinghouse Electric, Radiant Nuclear
- Gadolinium-160: $50M+ emerging in nuclear/medical; $4M+ Isotopia deal (June 2025) for Tb-161; $10-20M revenue from SMR/cancer therapy growth. Isotopia Molecular Imaging, Nusano, $GEHC, @Bayer, @SiemensHealth  
- Helium-4/3 Enrichment: $5B+ helium market (shortages drive prices); Renergen acquisition (approved July 2025) adds high-concentration He-4 reserves; He-3 ($2B potential) for quantum. $100M+ upside via semis/MRI supply. $GEHC, @SiemensHealth, $IBM, $GOOG, $TSM 
- Ytterbium-176: $100M+ in oncology (Lu-177 therapies); April 2025 samples position ASP for $50M+ as Western leader. $NVS, @Bayer 
- Lithium-6/7: $50M+ in nuclear/security; ASP's QE enables efficient production, $20M+ from reactor/battery synergies. $TSLA, Panasonic, LG, $BYD
- Zinc-64: $50M+ in PET imaging; vertical integration via PET Labs yields $10-20M. $GEHC, @SiemensHealth 
- Xenon-129: $30M+ in MRI; growing diagnostics market offers $10M+. $GEHC, @SiemensHealth, Philips Healthcare 
- Nickel-64: Similar to Zn-64; $10M+ via Cu-64 precursor deals. $GEHC, @SiemensHealth


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[Post Link](https://x.com/zacharygilula/status/1946412025648685198)