IBM AMD Quantum Partnership: What's Next for Chips?
IBM's successful use of AMD's conventional chips for quantum computing has accelerated its development timeline, signaling a new investment opportunity in the semiconductor companies enabling this hybrid approach.
Your Basket's Financial Footprint
Market capitalisation breakdown and investor key points for the provided basket.
- Large-cap dominance suggests lower volatility and more predictable returns, often tracking broad market movements.
- Suitable as a core holding for diversified portfolios, not a speculative, high-risk growth allocation.
- Expect steady, long-term appreciation rather than rapid, short-term gains; growth will generally be gradual.
IBM: $268.75B
AMD: $373.63B
INTC: $175.96B
- Other
About This Group of Stocks
Our Expert Thinking
IBM's breakthrough with AMD chips running quantum algorithms a year ahead of schedule validates a hybrid approach to quantum computing. This signals a shift towards integrating classical semiconductor technology with quantum systems, creating new demand for specialized hardware components across the semiconductor value chain.
What You Need to Know
This group focuses on companies that manufacture the critical hardware enabling hybrid quantum-classical systems. These include FPGA producers, high-performance processor makers, and specialized semiconductor foundries. The theme represents both established tech giants and emerging quantum-focused companies positioned for this technological evolution.
Why These Stocks
These companies were handpicked by professional analysts based on their strategic positioning in the quantum computing supply chain. From IBM's quantum leadership to AMD's breakthrough chips, and ASML's essential manufacturing equipment, each represents a key piece of the hybrid quantum computing puzzle.
Why You'll Want to Watch These Stocks
Breakthrough Momentum
IBM's quantum algorithms running on AMD chips a year ahead of schedule shows this technology is accelerating faster than expected. Early investors could benefit from this rapid progress.
Hybrid Revolution
The shift towards quantum-classical hybrid systems creates new demand for conventional semiconductors in quantum applications. This opens up massive market opportunities for established chip makers.
Strategic Positioning
These companies control critical parts of the quantum computing supply chain, from chip manufacturing to quantum systems. Their strategic positions could translate into significant returns as the market expands.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Australian Life Insurance: Which Stocks May Benefit?
Zurich Insurance's acquisition of ClearView Wealth underscores a significant consolidation wave in the Australian life insurance market. This development may surface investment opportunities among other potential takeover candidates and the technology firms supporting the industry's evolution.
Amazon Ecosystem: Could This Shift Create New Winners?
Amazon has surpassed Walmart as the largest U.S. company by revenue, signaling a major shift in the American economy. This theme focuses on the ecosystem of companies poised to benefit from the escalating rivalry in e-commerce, cloud computing, and AI-driven logistics.
AI Infrastructure: What's Next After Nvidia Shift?
Nvidia is swapping its $100 billion partnership with OpenAI for a $30 billion direct equity investment, signaling a major recalibration in AI sector financing. This strategic shift creates an investment opportunity among other AI infrastructure firms poised to benefit from OpenAI's diversifying partnerships.