Gladstone-based Alpha HPA has executed three new letters of intent with international original equipment manufacturers (OEMs) for the supply of its ultra-high purity aluminium products.

They include a leading US-based global OEM for chemical mechanical polishing (CMP) slurries, a South Korean OEM for alumina fillers in advanced semiconductor packaging, and a North East Asian CMP manufacturer.

Alpha HPA managing director Rob Williamson said the new LOIs marked a major commercial and technical validation of the company’s proprietary technology and world-class product performance.

“These agreements are a strong endorsement of Alpha HPA’s technology and our product performance at the highest level of semiconductor manufacturing,” Mr Williamson said.

“Unlike the resources sector, each LOI in our market follows 12 to 18 months or more of intensive testing and qualification, demonstrating the reliability and performance of our materials in demanding semiconductor processes.

“This is an important technical tick for our product and a strong signal of trust and confidence from global industry leaders.”

The company said its success was driven by the unique capability of its proprietary purification process to deliver ‘zero-alpha radiation’ high-purity alumina.

This means HPA completely free from trace uranium and thorium that can emit alpha radiation particles and cause soft errors in semiconductors.

This allows for the use of Alpha HPA’s materials immediately adjacent to high-end semiconductors as thermal filler for heat dissipation, reducing data-centre cooling demand and allowing semiconductors to operate with higher capacity with longer life-cycles.

“Alpha HPA believes this capability provides the company a distinct competitive advantage in the fast-growing markets of AI, data-centre and power-semiconductor technologies, but also cements the company as a supplier that is increasingly critical to delivering the highest-performance, and longest-life-cycle semiconductors,” Mr Williamson said.

“Demand from the semiconductor sector continues to accelerate, with Alpha HPA advancing negotiating on an additional four end-user LOIs, alongside discussions to expand volumes under three existing agreements related to thermal fillers used in AI servers and other data-centre applications.”

Alpha HPA has contracts under negotiation for approximately 80 percent of aluminium trihydrate (ATH) and high purity alumina (HPA) capacity for 2026 from is Stage One development in Gladstone.

It said engineering work was advancing to expand production to meet expected demand through 2027. Production of HPA tablets continues for both Alpha Sapphire and external customers.

Construction of Stage 2 of the company’s HPA First project continues to progress, with major concrete works underway across the tank farm, reagent, and solvent extraction areas.

It said this was supported by successful equipment quality audits and the issue of tender documentation for the first structural, mechanical, and piping package.