The Quantum computing value chain: 5 U.S. stocks in 2 segments
Every U.S.-listed company Sectivia tracks in the Quantum computing value chain, grouped by segment from upstream suppliers to downstream customers, with 3 mapped supplier-to-customer links and today's numbers.
Quantum computing: from trapped ions and superconducting qubits to photonics and annealing. Few pure-play listed companies exist. The big programs at IBM, Google and Microsoft sit in the AI universe. Companies are grouped by their role in the chain; click a card for the full profile. The field is early and highly speculative.
Today
The Quantum chain in numbers, from the latest close.
Data as of September 17, 2026 · updates daily after U.S. close
Quantum hardware & platforms4 companies
The companies building the quantum computers themselves, trapped ions, superconducting qubits, photonics and annealing.
Trapped ion is the bet here, with high qubit fidelity as the claim.
Annealing rather than gate-model machines, sold for optimization problems and already running inside companies.
Superconducting qubits, on chips Rigetti designs and fabricates itself.
Photonics instead of superconductors: integrated photonic chips, reservoir computing and quantum sensing, made in its own thin-film lithium-niobate foundry.
Enablers, test & components1 company
The equipment and components quantum development rests on, test, cryogenics and photonics manufacturing.
Probe cards for testing chips in production are the main business.
How the chain fits together
Sectivia has mapped 3 supplier-to-customer relationships between the 5 companies in this chain. The densest link runs from Enablers, test & components to Quantum hardware & platforms: 3 mapped relationships. The most connected company is FormFactor (FORM), with 3 customers in the map.