量子技术QUANTUM
量子计算机。关键卡位：稀释制冷、控制电子、光模块、特种材料。Quantum computer. Key chokepoints: Dilution fridge, Control electronics, Optics, Specialty materials.
成品 / 应用End Product / App· 22 子节点sub-nodes量子技术QUANTUMQUANTUM量子技术可编程量子比特处理的整机系统 — 但真正的价值链藏在下游的电力、材料、光模块里Full-system programmable qubit processing platform — but the real value chain lies downstream in power, materials, and optical modules
IBMIBM-0.95%$272.24 · $255.9BGOOGLGOOGL+0.53%$359.68 · $4.36TMSFTMSFT+0.10%$390.74 · $2.90TAMZNAMZN-1.23%$238.55 · $2.57TNVDANVDA+0.16%$205.19 · $4.97TINTCINTC+6.51%$124.57 · $626.1BIONQIONQ-0.24%$57.85 · $21.6BRGTIRGTI+1.70%$20.98 · $7.0BQBTSQBTS-1.89%$23.37 · $8.7BHONHON+0.54%$220.31 · $139.6BARQQARQQ-0.66%$13.6 · $213MQUBTQUBT+0.20%$9.93 · $2.2BLAESLAES-3.13%$3.1 · $714M
可编程量子比特处理的整机系统 — 但真正的价值链藏在下游的电力、材料、光模块里Full-system programmable qubit processing platform — but the real value chain lies downstream in power, materials, and optical modules
子系统Subsystem· 9 子节点sub-nodesQPU 量子处理器QPU Quantum ProcessorQPU Quantum ProcessorQPU 量子处理器承载与操控量子比特的核心芯片Core chip that hosts and manipulates qubits
承载与操控量子比特的核心芯片Core chip that hosts and manipulates qubits
部件Component· 4 子节点sub-nodes超导量子比特Superconducting QubitSuperconducting Qubit超导量子比特transmon 等超导线路比特Superconducting circuit qubits such as transmon
transmon 等超导线路比特Superconducting circuit qubits such as transmon
材料Material· 3 子节点sub-nodes约瑟夫森结Josephson JunctionJosephson Junction约瑟夫森结超导比特的非线性核心结构Nonlinear core structure of superconducting qubits
超导比特的非线性核心结构Nonlinear core structure of superconducting qubits
超导金属薄膜(钽近年成主流)Superconducting metal thin films (tantalum has become mainstream in recent years)
结电极/超导层Junction electrode / superconducting layer
低损耗衬底Low-loss substrate
电磁场囚禁离子做比特Electromagnetic field trapping of ions as qubits
光子做比特Photons as qubits
光镊阵列囚禁中性原子Optical tweezer arrays trapping neutral atoms
马约拉纳/硅自旋等下一代路线Next-generation approaches including Majorana and silicon spin qubits
子系统Subsystem· 3 子节点sub-nodes稀释制冷机 / 低温系统Dilution Refrigerator / Cryogenic SystemDilution Refrigerator / Cryogenic System稀释制冷机 / 低温系统mK 级超低温环境(超导比特必需)Millikelvin ultra-low temperature environment (required for superconducting qubits)
mK 级超低温环境(超导比特必需)Millikelvin ultra-low temperature environment (required for superconducting qubits)
低温冷媒Cryogenic coolant
信号下行链路Signal downlink
磁屏蔽与磁体Magnetic shielding and magnets
大家追量子整机,真正稀缺的是给它供电/散热的基础设施 — AI 赛道同理(电力>芯片)Everyone chases quantum hardware, but the true bottleneck is the power and cooling infrastructure — same logic as the AI track (power > chips)
子系统Subsystem· 2 子节点sub-nodes控制电子学 / 微波链路Control Electronics / Microwave LinkControl Electronics / Microwave Link控制电子学 / 微波链路比特读写的微波信号产生与采集Microwave signal generation and acquisition for qubit readout and control
比特读写的微波信号产生与采集Microwave signal generation and acquisition for qubit readout and control
生成脉冲波形Generates pulse waveforms
读出信号低噪放大Low-noise amplification of readout signals
离子阱/光量子/读出都靠光 — 光模块/光互连是最被低估的横向受益Ion traps, photonic qubits, and readout all rely on light — optical modules and optical interconnects are the most underrated cross-sector beneficiaries
超导金属、超纯材料、特气、靶材 — 没有它们没有 QPUSuperconducting metals, ultra-pure materials, specialty gases, and sputtering targets — no QPU without them
量子纠错与编程/编译软件Quantum error correction and programming/compilation software
QPU 微纳加工的光刻/沉积/刻蚀/量测Lithography, deposition, etching, and metrology for QPU microfabrication
📰 近期新闻Recent newsNewsAPI · 5 篇articles · 构建快照snapshot 2026-06-15
交叉验证 LLM 生成的产业链关系是否与近期事件吻合。Cross-check whether the LLM-generated supply chain relationships match recent events.
The list also include a company that Trump Jr. is invested in.
Will computers based on quantum physics really change the world?
Microsoft’s announcement of a new quantum computing breakthrough with its Majorana 2 chip continues a trend of bold claims followed by scant evidence
The most advanced lithography system, crucial for future advanced memory and computer chips, will play a key role in scaling up quantum technology.
I can't remember the last time Microsoft kicked off a Build keynote with Windows front and center, but that's exactly what CEO Satya Nadella did this week. Nadella didn't address the issues Microsoft is trying to fix in Windows 11 but chose to woo the audienc…
数据来源：Finnhub（报价快照 2026-06-15）· NewsAPI（新闻快照）。仅供研究 · 非投资建议。Sources: Finnhub (quote snapshot 2026-06-15) · NewsAPI (news snapshot). Research only · not investment advice.