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.
Published on October 25
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown and investor key points for the provided basket.
IBM: $268.75B
AMD: $373.63B
INTC: $175.96B
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
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In 12 months it might be worth:
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On average, analysts expect assets in this group to grow 11.63% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
