CURRENT CONCEPTUAL MASTER PLAN · DEVELOPMENT-STAGE DOCUMENT · NOT AN OFFER OF SECURITIES OR INVESTMENT
Master Plan · Version 2.0 · Current Conceptual Document

Integrated Silicon‑to‑Wafer Platform — Master Plan

A wafer‑first industrial platform connecting resource validation, energy, silicon metal, captive polysilicon and solar‑grade monocrystalline wafer manufacturing — structured as a multi‑partner, stage‑gated development, not a single‑owner mega‑project.

Initiator Kuziev Mumin Ulashboevich Candidate regions Navoiy / Jizzax / Sirdaryo Status Pre‑Gate 1 concept Document v2.0 · EN · Current Conceptual Master Plan
up to 100kt/y
Conceptual captive polysilicon scale
45–55GW/y
Indicative wafer conversion range
2candidates
International manufacturing platforms under evaluation
Gate 1stage
Validation before any scale commitment
All figures are conceptual target‑scale estimates, not approved capacity, financed commitments, or construction notices. See §14 Gate 1 Framework and §21 Evidence Register.
01

Executive Summary

Read first

Uz Silicon Tech is a development‑stage concept for a multi‑partner industrial platform in Uzbekistan, built around solar‑grade monocrystalline wafers as the strategic output. Upstream polysilicon — up to a conceptual 100 kt/year — exists to feed that wafer output, not to be sold as a standalone commodity. The platform is organized as independently evaluable work packages — geology, energy, silicon metal, polysilicon, crystal growth, wafer manufacturing, EPC, and finance — rather than a single vertically‑owned mega‑asset.

This version (v2.0) supersedes the earlier polysilicon‑centric master plan. It repositions the primary product toward wafer output, converts fixed calendar dates into gate‑linked milestones, separates confirmed facts from candidate assumptions, and removes any implied partner commitments that have not been documented. It is written to be read at two depths: an executive layer for rapid orientation and an evidence layer inside each section for technical and financial due diligence. This is Uz Silicon Tech's current conceptual Master Plan.

What changed from v1.x
Primary product reframed from polysilicon sales to wafer output · capacity language changed from fixed figures to "up to" / indicative ranges · named organizations (energy, sovereign fund, international manufacturing partner) replaced with functional role descriptions unless a documented agreement exists · candidate geographies (Türkiye, MENA) reframed as internal evaluation logic, not proposed or agreed partnerships · fixed dates (2028 FID, 2032 production) replaced with gate‑linked milestones · financial model split into conservative / base / target scenarios.
02

Strategic Thesis

Standalone polysilicon is a commodity business with thin, volatile margins set by the lowest‑cost producer. Wafers capture the value that raw polysilicon sales do not — crystal growth, slicing and finishing are where format, quality and customer qualification create defensible margin. The platform's logic follows from this: build validated, cost‑competitive upstream capacity, but size and govern it primarily to feed captive wafer production, with open‑market polysilicon sales treated as a secondary, opportunistic channel rather than the core business case.

Wafer‑first positioning

  • Crystal growth, slicing and finishing are the value‑capture stages.
  • Polysilicon quality specification is set by wafer/cell qualification requirements, not by commodity‑grade minimums.

Captive feedstock logic

  • Up to 100 kt/y polysilicon is a conceptual upstream scale, sized to the wafer platforms' feedstock need.
  • Not presented as an approved standalone plant capacity.

Multi‑partner by design

  • No single EPC contractor, technology supplier or state guarantor is assumed.
  • Each work package can be evaluated, financed and contracted independently.
03

Primary Product — Monocrystalline Wafer

Solar‑gradeM‑series

The platform's commercial product is a solar‑grade monocrystalline silicon wafer, produced via Czochralski (CZ) ingot growth followed by diamond‑wire slicing and finishing. Exact wafer format (dimensions, thickness) will be set during technology selection to match qualification requirements of prospective cell‑manufacturing customers, and is not fixed in this document.

Why wafer, not polysilicon

Commodity polysilicon pricing tracks the lowest‑cost producer, currently Chinese integrated capacity. Wafer manufacturing adds a qualification and format layer that is harder to commoditize and carries materially higher margin per kilogram of contained silicon when product is qualified with a downstream customer.

What remains open

  • Exact wafer thickness and format — technology‑dependent
  • Monocrystalline (CZ) confirmed as target route; alternative routes not evaluated
  • Customer qualification pathway — see §15
04

Integrated Value Chain

Interactive — click a stage

Eight work packages connect candidate quartz resources to a qualified wafer product. Each is independently evaluable — select a stage below for its technology route, energy demand, current Gate 1 status, principal risk and the partner profile it requires.

Circular view

The same eight stages, shown as a closed loop — output flows clockwise from resource to market, with enabling infrastructure (energy, water, logistics) serving the ring from the center.

05

Uzbekistan Upstream Platform

The land‑use table below is an illustrative legacy envelope carried over from earlier planning work — not engineering‑derived. Solar land area in particular scales directly with the firm‑capacity figure that §7's load study has not yet produced; until that study is complete, every figure below should be read as a placeholder shape, not a site plan.

Uzbekistan upstream platform — illustrative legacy land-use envelope
Land useLegacy indicative areaStatus
Dedicated solar generationLegacy placeholder: ~1,800 haTBD — depends on load study
Wind buffer zoneLegacy placeholder: ~500 haTBD — depends on load study
Polysilicon + MG‑Si coreLegacy placeholder: ~250 haCandidate regions only
Wafer plantLegacy placeholder: ~120 haSite TBD
Gas / BESS / substationLegacy placeholder: ~40 haTBD — depends on load study
ZLD / water / logistics bufferLegacy placeholder: ~90 haSite TBD
Siting factors, not decisions
Navoiy offers existing solar‑development precedent and an industrial zone, but constrained water (ZLD becomes mandatory). Jizzax/Sirdaryo may offer better water and rail access. Final selection follows quartz proximity, power availability, water and logistics review — not yet performed.
06

Resource Validation

Gate 1 core

Candidate quartz sources require independent sampling, beneficiation testwork and a JORC‑ or NI 43‑101‑compliant resource statement before any resource claim can be made. Chemical composition data exists for two candidate sources; a bankable resource statement does not.

What is confirmed

Candidate quartz source composition
SourceSiO₂Al₂O₃Fe₂O₃Assessment
Nurota vein quartz98.74%0.45%0.02%High purity — candidate
Jerdanak quartzite97.72%0.77%0.12%Illite impurity present

Source: Tashkent Chemical‑Technological Institute (Nomazov & Aripova, 2025). SiO₂ levels are consistent with MG‑Si feedstock requirements; this does not by itself confirm polysilicon‑grade suitability.

What Gate 1 must still establish

Gate 1 resource-validation requirements for candidate quartz sources
ItemRequirementStatus
Boron & phosphorus (B/P)Most critical impurity for polysilicon; target <0.1 ppm B, <0.3 ppm P (indicative)Not yet measured
Post‑beneficiation purityPilot beneficiation test to confirm route toward 6NNot started
JORC‑compliant reserve~12+ drill points, 150–200 m depth, ~6 monthsNot started
Extraction cost$/tonne, to validate feedstock cost assumptionNot started
Executive line, for government / geological authority use
Preliminary scientific data indicates promising quartz resources for polysilicon‑grade industrial use in the Jizzax and Navoiy regions. Suitability must be confirmed through independent laboratory assay, drilling and JORC audit before any resource claim is made.
07

Energy & Utilities

The full chain — MG‑Si, polysilicon, and wafer growth — is power‑intensive and requires firm (uninterruptible) supply; CZ crystal growth in particular cannot tolerate second‑scale outages. A dedicated power pathway, not grid‑only supply, is treated as a hard requirement rather than an optimization.

Energy and utilities — indicative status summary
ComponentStatusNote
Firm industrial capacityLoad validation requiredNo figure is quoted until an integrated load study is complete — see below
Electricity cost contributionLoad validation requiredDepends on the load study and generation mix, not yet fixed
Energy platform CAPEXLoad validation requiredScales directly with firm‑capacity requirement once known
Indicative CO₂ intensityGeneration‑mix dependentDirectional only; depends on the gas/renewable split, not yet selected
Why no MW figure is given yet
An earlier draft of this section quoted "~1 GW firm" and a specific per‑stage MW split. Those figures were illustrative, not calculated — they were not built from stage‑by‑stage energy‑intensity benchmarks and had no documented basis. They have been removed rather than corrected, because a wrong‑but‑precise number is more misleading than an honest "not yet known." The actual figure will come from the load study described below.

Energy portfolio — generation is not the same as firm industrial power

A critical distinction this platform must not blur: a solar farm rated at a given nameplate capacity is not the same as an equivalent amount of continuous industrial power. Solar and wind are variable; CZ crystal growth and CVD reactors require firm, uninterruptible supply. The generation portfolio must be converted to firm capacity through storage, grid firming, or dispatchable backup before it can serve the industrial load.

Industrial load categories

Six load categories make up total platform demand. Energy quantities are not stated here — each requires its own energy‑intensity benchmark and mass‑balance calculation, to be produced as part of Gate 1's Energy Model. Each card also shows what that stage produces and where it goes next, so energy‑in and product‑out read together in one place.

Water/ZLD is grouped under Balance of Plant here because it is a utility serving all production stages, not a production stage itself — see §9 for its own process architecture.

Read this correctly
The energy platform's demand is structurally internal — it exists because the platform's own stages need power, not because it must find external buyers. That removes market‑forecasting risk from the energy investment case. It does not mean any quantity is guaranteed: the actual MW figure for each load category depends on a Gate 1 energy‑mass‑balance calculation that has not yet been performed, and on each corresponding stage actually being financed and built.
08

MG‑Si & Polysilicon

Five process stages convert quartz to polysilicon feedstock. Route and equipment supplier are not yet selected; figures below are industry‑typical, not vendor quotations.

MG-Si and polysilicon process stages
StageProcessCore equipmentEnergy (kWh/kg)
1 · Carbothermic reductionSiO₂ + 2C → Si + 2CO, ~1800°CSubmerged arc furnace~11–13
2 · TCS synthesisSi + 3HCl → SiHCl₃ + H₂Fluidized‑bed reactor~5
3 · DistillationFractional purification — removes B, P, metalsDistillation columns~8
4 · Siemens CVDSiHCl₃ + H₂ → Si, ~1100°C, rod growthSiemens‑type reactors~45–50
5 · Sizing & QCCrushing, quality sorting, packagingCleanroom, automation~2
Total, to polysilicon~70–75
Purity target
Base case targets solar‑grade 6N (99.9999%). Semiconductor‑grade 11N is materially more demanding and currently achieved by a small number of established producers; it is treated as a distinct, later‑phase option, not a base‑case commitment.

Closed‑loop by‑product recovery

STC → TCS recycle

~96% target recovery, indicative — reduces purchased chlorine and feedstock cost.

H₂ / HCl recovery

~99% / ~90% target recovery of off‑gas streams, indicative.

Zero Liquid Discharge

~98% water reuse target, indicative — expected requirement given water constraints at candidate sites.

09

Ingot & Wafer Technology

Wafer conversion is expected to be delivered through a prospective international manufacturing structure rather than built solely within the Uzbekistan platform — see §11–12. The process route itself is common industry practice regardless of which entity operates it.

Ingot and wafer technology process stages
StageProcessBy‑product handling
Ingot growthCzochralski (CZ) monocrystalline pullingOff‑cut / seed remelted into feedstock
SlicingDiamond‑wire sawing to wafer thicknessKerf loss recovered where technically viable
Cleaning & sortingWash, quality inspection, packagingConnects to ZLD water system where co‑located
10

Capacity & Material Balance

Range, not point estimate

How a conceptual 100 kt/y polysilicon scale maps to an indicative 45–55 GW/y wafer output. Every conversion factor below is a range, driven by technology choice, yield and product format that are not yet fixed.

100 kt/y Polysilicon (up to) yield loss ~90–96% Crystal‑growth yield kerf loss ~35–45% Lost to wire slicing g/wafer 45–55 GW/y Indicative wafer output format‑dependent
Capacity and material balance — variables and dependencies
VariableDepends on
Wafer thicknessTechnology and market segment selection — not fixed
Kerf lossWire diameter, slicing technology generation
Crystal‑growth yieldCZ puller technology, operator experience curve
Process yield (upstream)Furnace/reactor design, feedstock consistency
Read this correctly
Neither 100 kt/y nor 45–55 GW/y is an approved, financed, contracted, or under‑construction figure. Both are conceptual target‑scale estimates pending Gate 1 validation and subsequent technology selection.

Industrial modules & internal demand architecture

Each stage below is shown as a self‑contained module: energy input, feedstock, and external‑sale option as text fields, followed by a compact input→process→output→next‑stage flow diagram. The pattern is consistent across the chain — each module's flow ends in designed downstream demand inside the platform, not an open‑market sale. This is a structural design choice, not a signed commercial guarantee: it becomes real only as each module is actually financed, built and qualified.

Material flow with internal demand

Designed, not guaranteed
Every arrow labeled "internal demand" describes an engineering design intent — the output of one module is sized to feed the next. It is not a signed offtake agreement. Real internal consumption exists only once both the supplying and receiving modules are built and operating; real external sale exists only once a customer has qualified the product. Until then, this diagram should be read as the platform's demand logic, not its contracted commitments.
11

International Wafer Platform #1

Candidate geography — no agreement
How to read this section
Candidate geographies below are strategic options under internal evaluation, not partnerships in progress. Uz Silicon Tech has not initiated outreach to any identified company, institution or government body in either candidate geography in relation to this concept. No dialogue has taken place, no partner is selected, and no site, incorporation, financing or agreement exists. Naming a country identifies a corridor logic being evaluated on Uz Silicon Tech's side only — it is not a claim about that country's own knowledge, position, or involvement.
Where this stands on the development scale
Candidate geography

Candidate geography: Türkiye

Türkiye is under internal evaluation as a possible location for wafer manufacturing and EU market access, based on its customs‑union corridor to Europe. This is a strategic‑logic assessment on Uz Silicon Tech's side only. Uz Silicon Tech has not initiated outreach to any Turkish company, institution or government body in relation to this concept. No location, partner, or financing exists.

Corridor logic being evaluatedTürkiye–EU customs union
Logistics logicAdjacent to Uzbekistan feedstock
Outreach statusNot initiated
FinancingNot applicable — no entity exists
Evaluation criteria

What would need to happen next

  • Energy cost and availability for CZ‑grade firm power
  • Site logistics to feedstock and to EU export corridor
  • Incentive and customs regime confirmation
  • Initiate dialogue with a credible counterparty
  • Market access terms into EU solar demand
12

International Wafer Platform #2

Candidate geography — no agreement
Candidate geography

Candidate geography: MENA

Egypt and the wider Gulf/MENA region are under internal evaluation as a second possible manufacturing location, positioned to reach Gulf, African and South Asian demand. This is a strategic‑logic assessment only — no specific country has been selected, no counterparty has been approached, and no jurisdiction is confirmed.

Candidate geographiesEgypt, Gulf states
RationaleDiversify beyond a single candidate geography
Outreach statusNot initiated
Comparison basis

How Platform #1 and #2 would be compared

  • Delivered energy cost per kWh
  • Logistics cost and lead time to feedstock
  • Investment incentive regime
  • Customs/trade terms to target export markets
  • Availability of a credible, financeable counterparty
13

Consortium Architecture

Functional roles, not named partners

The platform does not depend on a single EPC contractor, technology supplier or state guarantor. The nodes below are open capability packages to be evaluated and contracted independently — none is pre‑assigned to a named organization unless a documented agreement exists. Select any node for a short summary — nothing here opens a new window or leaves this page.

Click any node to see a short summary here. No new window opens.
MARKET Market & commercial UPSTREAM Resources & raw materials CORE Core production ENABLING Energy & infrastructure DELIVERY Execution & finance
14

Gate 1 Framework

Evidence‑building stage

Gate 1 is the validation stage that must be substantially complete before any scale, siting or financing commitment. Each line below states what question is tested, what evidence or test is required, who validates it independently, the pass/fail criterion, indicative duration and cost, and the consequence of a negative result.

LOADING

Status count only — no completion percentage is calculated or implied. Each area is either evidence‑based or not; there is no partial‑credit methodology behind this count.

Gate 1 validation framework — areas, validators, and status
Validation areaIndependent validatorPass criterionDurationStatus
If a Gate 1 item fails
A negative result on quartz suitability, energy cost, or water availability at a candidate site triggers re‑siting or route reconsideration, not project continuation on the original assumption. Gate 1 exists specifically to allow a Stop or Hold decision before capital is committed.
15

Market & Qualification Strategy

Output routes to market predominantly as qualified wafer product, not as open‑market polysilicon. Two demand pathways are under internal evaluation: a candidate Türkiye‑based platform accessing EU solar demand under customs‑union terms, and a candidate MENA‑based platform accessing Gulf, African and South Asian demand. Neither is a confirmed location or agreement.

Market and qualification routes to demand
RouteDemand driverStatus
EU (via candidate geography: Türkiye)Non‑China supply diversification, EU solar manufacturing incentive programsCandidate geography — no agreement
Gulf / MENA / South Asia (via candidate geography: MENA)Regional solar buildout, country not yet selectedCandidate geography — no agreement
Open‑market polysiliconSecondary, opportunistic — not the core caseNot pursued as primary
Qualification is a gate, not a formality
No offtake or supply agreement should be assumed until wafer product has passed a named customer's technical qualification process — this is treated as an evidence‑required item, not an assumption.
16

Development Scenarios

Conservative / Base / Target

Three scenarios replace the single fixed‑figure model used in v1.x. Figures not yet supportable by evidence are marked TBD rather than estimated.

Development scenarios — conservative, base, and target
ParameterConservativeBaseTarget
Polysilicon scale30 kt/y60 kt/yup to 100 kt/y
Wafer output~14–17 GW/y~27–33 GW/y~45–55 GW/y
Firm electricity demandTBDTBDTBD
Water demand (ZLD basis)TBDTBDTBD
Own‑scope CAPEX~$1.8–2.2 bn~$3.0–3.6 bn~$4.0–5.4 bn
Build duration (illustrative)~2.5–3 yrs~3–3.5 yrs~3.5–4 yrs

Build‑duration ranges are indicative post‑FID construction estimates only. They are not yet linked to permitting timelines, grid‑connection lead time, water infrastructure delivery, long‑lead equipment procurement, technology licensing, financing close, workforce ramp‑up or customer qualification — each of which can independently extend the schedule.

Reading the scenarios
Conservative reflects a single international manufacturing platform reaching agreement, single‑phase build, grid‑supplemented power. Target reflects both candidate geographies reaching an agreed platform and a dedicated renewable+firm energy cluster fully contracted. Base sits between. None is a forecast — each is a structured "if these conditions hold" case. Electricity demand is marked TBD across all three scenarios pending the Gate 1 integrated load study (see §7).
17

Financial Framework

Revenue depends on realized wafer price, polysilicon‑to‑wafer yield, kerf loss and qualification status — not on a polysilicon commodity price alone as in v1.x. The polysilicon cost basis below remains a useful cost anchor even under wafer‑first positioning.

Polysilicon cost basis
Polysilicon cost basisValueNote
Cash cost~$5.8/kgIndicative, energy‑model dependent
All‑in break‑even~$7.8/kgAbove typical China commodity pricing (~$6/kg)
What this implies
At Chinese commodity pricing (~$6/kg), a standalone polysilicon business loses money on an all‑in basis. This is precisely why the platform is structured around wafer‑captured value rather than commodity polysilicon sale — the wafer product must clear qualification and reach premium, non‑commodity channels (EU, diversification‑driven demand) for the economics to work. Full IRR/NPV modeling is deferred to bankable feasibility, once technology, siting, and partner structure are fixed.

Wafer economics — status of the model

The polysilicon cost basis above is the only cost anchor currently modeled. A wafer‑first strategy requires a wafer‑level economic model, which does not yet exist. The components below are listed to be transparent about what is missing, not to imply figures that have not been produced.

Wafer economics component status
Wafer economics componentStatus
Wafer ASP (average selling price)TBD
Ingot conversion costTBD
Slicing costTBD
Consumables (wire, crucible, etc.)TBD
Kerf‑loss value / recovery creditTBD
Yield sensitivityTBD
Product rejection / scrap rateTBD
Customer qualification costTBD
Ownership split (candidate manufacturing structure)TBD — no agreement exists
Wafer plant OPEXTBD
Wafer‑level EBITDATBD
Uzbekistan — international platform transfer price (feedstock)TBD
Logistics cost to candidate international wafer geographiesTBD

Sensitivity framework (structure only — no point estimates)

Until real figures exist for the table above, the direction and rough leverage of each variable can still be stated honestly. This is a qualitative map of what will drive the model once it is built — not a substitute for building it.

Wafer economics sensitivity framework
VariableEffect on wafer‑level marginLeverage
Wafer ASPDirect, linear — the single largest revenue driverHigh
Crystal‑growth yieldHigher yield lowers effective feedstock cost per waferHigh
Kerf lossEvery point of kerf loss raises polysilicon consumed per waferHigh
Qualification outcomeBinary‑like: unqualified product cannot access premium ASP at allGating, not gradual
Electricity cost ($/kWh)Compounds across MG‑Si, polysilicon and CZ stagesHigh
Ownership split (candidate manufacturing structure)Determines what share of wafer‑level margin returns to Uz Silicon TechMedium‑high
Logistics cost to candidate geographyErodes margin on feedstock transfer; smaller effect than the aboveMedium
Product rejection / scrap rateDirect loss of otherwise‑sunk processing costMedium
Read correctly
Until this table is populated with sourced figures, the polysilicon cost model above should not be read as a proxy for platform profitability. Wafer‑level unit economics — not polysilicon cost alone — determine whether the platform is viable, and that model is a Gate 1 / pre‑feasibility deliverable, not yet produced. The sensitivity map above says which variables will matter most once real data exists; it does not say by how much.

Own‑scope CAPEX (Target scenario)

Own-scope CAPEX by component, target scenario
ComponentIndicative CAPEX
Quartz resource development~$0.1–0.2 bn
MG‑Si (arc furnace)~$0.4–0.5 bn
TCS synthesis~$0.5–0.7 bn
Distillation / purification~$0.5–0.7 bn
Siemens CVD reactors~$1.8–2.2 bn
ZLD + closed‑loop STC~$0.4–0.6 bn
Land + core infrastructure~$0.3–0.5 bn
Own‑scope total (sum of above)~$4.0–5.4 bn
Wafer plant (candidate‑geography structured)~$2.0–4.0 bn — prospective international manufacturing partner scope, not Uz Silicon Tech balance sheet
Energy cluster (PPA‑structured)~$2.5–3.0 bn — proposed energy‑partner scope, PPA basis
Reconciliation note
The own‑scope total above (~$4.0–5.4 bn) is the direct arithmetic sum of the seven line items, correctly reconciled. It does not yet include contingency, EPCM, owner's costs, commissioning or initial spares as separate line items — each of these typically adds materially to a direct‑cost sum at this stage of definition. A fully reconciled build‑up — direct CAPEX + EPCM + contingency + owner's costs + commissioning + initial spares = total project CAPEX — is a bankable‑feasibility deliverable, not yet produced. Treat the $4.0–5.4 bn figure as a direct‑cost planning range only, not an all‑in project cost estimate.
18

Risks & Mitigation

Risk positions below plot likelihood against impact. The single largest risk is coordination, not any individual technical unknown: four largely independent commitments — polysilicon route, international manufacturing structure, energy supply, and offtake/qualification — must align, and no single participant can force that alignment alone.

Impact →
Low likelihoodHigh likelihood

The heatmap above is a visual summary — each point is keyboard‑focusable and touch‑friendly, with an accessible label, and clicking or activating it jumps to and highlights the matching row in the table below, which remains the accessible, authoritative version of the same data.

Risk register — likelihood and impact by risk
RiskCategoryLikelihood (1–5)Impact (1–5)
19

Roadmap & Decision Gates

Gate‑linked, not calendar‑fixed

No calendar date is committed. Each stage begins only once the prior gate's evidence requirement is met — scroll to view the full sequence.

20

Employment, Skills & Industrial Footprint

Preliminary Planning Envelope · Gate 1 Validation Required

The integrated silicon‑to‑wafer platform could create a significant industrial employment and skills‑development requirement across its upstream, core‑process, utility and downstream manufacturing activities. At the current Pre‑Gate 1 stage, however, employment and land requirements cannot yet be presented as approved project KPIs.

The ranges below are preliminary order‑of‑magnitude planning assumptions intended to define the scope of further workforce, localization and site‑engineering studies — not commitments. Actual requirements will depend on process configuration, automation, plant scale, shift structure, outsourcing strategy, localization, technology selection, site layout and the final geographic allocation of crystal‑growth and wafer manufacturing capacity between Uzbekistan and candidate international platforms (see §11–12).

Top‑level planning indicators

~2,500–6,000
Direct operational FTE positions
Preliminary order‑of‑magnitude range across the full conceptual platform and all geographies.
Low confidence · validation required
TBD
Uzbekistan operational FTE
Depends on the final allocation of crystal‑growth, wafer manufacturing, shared utilities and support functions between Uzbekistan and candidate international platforms.
Geographic allocation required
TBD
Peak construction workforce
To be established through package‑level labour‑hour estimates, construction phasing, EPC sequencing and commissioning planning.
Not started
~400–700 ha
Illustrative industrial core
Preliminary planning envelope for process plants, shared utilities, logistics and associated industrial infrastructure. Not site‑selected.
Illustrative, not engineering‑derived

An earlier internal hypothesis of 8,000–15,000 for peak construction workforce is not shown as a project indicator here — it requires package‑level validation before being usable for any purpose.

Preliminary operational staffing envelope

Preliminary operational staffing envelope by module, with basis, geography, scope and confidence
ModulePreliminary FTE rangeGeographyScope noteConfidence
Quartz & Beneficiation120–320Primarily Uzbekistan, subject to resource locationDirect module operations only; avoids double‑counting shared servicesLOW
MG‑Si250–650Uzbekistan — conceptualDirect plant operations; shared central maintenance/logistics excludedLOW
Polysilicon600–1,200Uzbekistan — conceptualDirect process operations for conceptual scale up to 100 kt/y; shared services reconciled separatelyLOW
Crystal / Ingot Growth400–1,000TBDDirect crystal‑growth operations only; automation level not selectedLOW
Wafer Slicing & Finishing550–1,300TBDDirect wafer manufacturing only; linked to the conceptual ~45–55 GW/y wafer conversion architectureLOW
Energy Platform80–250TBD / potentially distributedDirect energy‑platform operations; construction workforce excludedLOW
Water / ZLD / Utilities100–300Co‑located with relevant operationsWater treatment, recovery and shared utility operationsLOW
QA / Laboratories / Logistics / Warehousing180–450Multiple sites possibleShared support functions only; must not duplicate module‑level staffingLOW
Engineering / Administration / HSE / Security180–450Multiple sites possibleCentral/shared functions onlyLOW
Total preliminary range~2,500–6,000Sum of the above, full platform, all geographiesLOW
Read this correctly
This total represents a preliminary, full‑platform, all‑geographies order‑of‑magnitude range. It must not be interpreted as an Uzbekistan‑only employment commitment. Potential overlaps between module‑level staffing and shared maintenance, QA, logistics, utilities, administration and contractor functions must still be reconciled in the Gate 1 workforce model — the figures above have not yet been through that reconciliation.

Geographic allocation

Full conceptual platform
~2,500–6,000 preliminary direct operational FTE

Uzbekistan Platform

TBD FTE
  • Quartz / Beneficiation
  • MG‑Si
  • Polysilicon
  • Shared infrastructure
  • Potential additional downstream scope — under evaluation

International Manufacturing Platform(s)

TBD FTE
  • Potential crystal growth
  • Potential wafer manufacturing
  • Market‑access‑related downstream configuration
Not yet determined
Final geographic allocation has not been determined. Candidate international geographies (§11–12) remain strategic options only. No partnership, JV, site agreement, government approval or investment commitment is implied by this allocation diagram.

Construction workforce

Peak construction headcount is not presented as an approved KPI here. It requires a specific calculation chain, shown below, that has not yet been performed.

Process‑package definition
EPC scope
Estimated labour‑hours
Construction schedule
Package overlap
Peak headcount
Commissioning workforce

Peak construction headcount is different from permanent operational FTE, and different from cumulative job‑years — adding construction phases together to produce a single employment total would be misleading. Future reporting should distinguish peak construction headcount, construction job‑years, permanent operational FTE, contractor FTE, and indirect/induced employment as separate figures.

Gate 1 / pre‑FEED workforce study required

Industrial land envelope

~400–700 ha
A · Industrial core
  • MG‑Si
  • Polysilicon
  • Crystal/wafer where applicable
  • Shared utilities, water/ZLD
  • Substation/energy interface
  • Warehousing, internal logistics
  • Administration, safety buffers
Illustrative planning envelope only — not site‑selected or engineering‑derived.
TBD
B · Dedicated energy land

Legacy planning reference: approximately 2,000–3,000+ ha, depending materially on solar/wind mix, generation capacity, capacity factor, storage/firming architecture, grid connection, PPA structure, co‑location strategy and site geometry.

Not required industrial land — generation may be geographically separated from the industrial core.
TBD
C · Integrated footprint

Simple conceptual arithmetic combining the industrial‑core envelope and the legacy energy‑land reference suggests an order‑of‑magnitude range of approximately ~2,400–3,700+ ha before site engineering.

Not a project land requirement — shown only to illustrate possible spatial scale if generation were co‑located. Final footprint may differ materially if generation is contracted off‑site via grid/PPA.

Skills architecture

Operations
  • Process Operators
  • Technicians
Engineering
  • Electrical Engineers
  • Mechanical Engineers
  • Chemical / Process Engineers
  • Automation & Controls
Technical Services
  • Maintenance
  • Water / Utilities
  • Data / Digital Systems
Quality & Safety
  • QA / Laboratory
  • HSE
Support Functions
  • Logistics / Warehouse
  • Management / Administration

Role categories only — no percentage split across groups is assigned at this stage.

Workforce development pathway

  • Local recruitment potential
  • Vocational training requirements
  • University / technical‑institute cooperation
  • Specialist international recruitment during ramp‑up
  • Technology‑supplier training
  • Operator certification
  • Maintenance capability development
  • HSE training
  • Process‑control and automation skills
  • Progressive localization of specialist roles

Workforce localization strategy is to be developed once process and technology configuration becomes clearer. No university, ministry or training institution is named as a partner without a documented agreement.

Gate 1 deliverables

Gate 1 deliverables for employment, land and skills validation
AreaDeliverableBasisStatus
Employment modelModule‑by‑module staffing modelTechnology configuration + automation + shiftsTo validate
Geographic FTE allocationUzbekistan vs. international platform staffingFinal value‑chain allocationTo validate
Construction workforcePeak headcount + job‑yearsEPC labour‑hours + scheduleTo validate
Industrial landSite‑layout‑derived land requirementProcess layout + utilities + logistics + safetyTo validate
Energy landGeneration footprintIntegrated energy modelTo validate
Skills / localizationSkills‑gap and localization planFinal staffing modelTo validate
Employment & land disclaimer
All employment and land figures in this section are preliminary order‑of‑magnitude planning assumptions for development‑stage analysis. They are not approved project KPIs, employment commitments, engineering requirements, government commitments, EPC estimates or investment‑grade forecasts. The ~2,500–6,000 direct operational FTE range relates to the full conceptual platform across all potential geographies and should not be interpreted as employment located entirely in Uzbekistan. Peak construction workforce remains TBD. Final employment, skills and land requirements must be established through Gate 1 validation, process configuration, technology selection, geographic allocation, site engineering and EPC planning.
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Legal Disclaimer & Evidence Register

Legal disclaimer
This document is a development‑stage concept and is not an offer of securities or an investment solicitation. No statement in this document should be read as confirming financing, government approval, secured utility allocation, a signed offtake agreement, a confirmed EPC appointment, a construction commitment, or a finalized partner relationship. All capacity, cost, timeline and market figures are conceptual estimates subject to Gate 1 validation, engineering, technology selection, and independent feasibility work.

Evidence register

"Documented" below means a specific, checkable source is identified. It does not certify that Uz Silicon Tech has independently verified the citation against the primary document. Items without a checkable citation are marked "Reference identified — verification pending", not "Documented".

Evidence register — claims, sources, and verification status
Evidence IDClaimSource / basisVerification status
GEO‑001Nurota / Jerdanak quartz composition (SiO₂, Al₂O₃, Fe₂O₃)Tashkent Chemical‑Technological Institute — Nomazov & Aripova, 2025 (institutional study, not yet data‑room linked)Reference identified — verification pending
GEO‑002Uzbekistan Critical Minerals List includes silicon / HPQPublic strategic minerals classification — Mirkamalov et al., 2025Reference identified — verification pending
ENG‑001Process energy intensity figures (kWh/kg by stage)Industry‑typical benchmarks, not a vendor quotationEstimate — not project‑specific
FIN‑001CAPEX ranges by componentIndustry‑typical benchmarks and comparable‑project dataEstimate — not project‑specific
IMP‑001Counterparty identity for either candidate international manufacturing geographyNo outreach initiated, no counterparty approachedTBD — no counterparty
ENR‑001Energy partner identityNo documented counterparty agreement existsTBD — no counterparty
GOV‑001Ministry of Investment, Industry and Trade engagementFormal written response, Ref. 05‑94‑94‑1‑1184/18, dated 15 July 2026Documented — reference on file
GEO‑003B/P impurity levels at candidate quartz sourcesNot yet measuredTBD — not measured
GEO‑004JORC‑compliant reserve statementNot yet commissionedTBD — not commissioned

This public conceptual document is a summary, not a complete evidence package. A structured evidence log (document title, author, date, page/table reference, data‑room location and reviewer) remains to be compiled and maintained as validation progresses. External users should not treat the summary register as independent verification.

Sources: TKTI quartz study (Nomazov & Aripova, 2025); IEA / pv‑magazine / Bernreuter polysilicon industry data; public comparable‑project benchmarks. This v2.0 document supersedes the previous v1.x Master Plan and is the current conceptual Master Plan. Its project metrics remain subject to appropriate validation, engineering and independent feasibility work.