Apr. 13 at 1:29 AM
If the acquisition goes through, SkyWater could generate roughly
$600 million in additional annual revenue for
$IONQ.
The foundry already manufactures chips for several quantum computing players, including
$QBTS, PsiQuantum, and Silicon Quantum Computing. In the near term, these companies will likely continue sending their proprietary chip designs to SkyWater since there are few immediate manufacturing alternatives available.
However, the situation becomes more complicated once
$IONQ effectively owns part of the supply chain. Competitors may become increasingly uncomfortable relying on a rival to produce their core hardware.
Over time, this dynamic could accelerate the emergence of alternative quantum chip foundries or push companies toward more neutral manufacturing partners. As that happens, the potential
$600 million revenue stream could gradually shrink as competitors shift their production elsewhere. ⚛️📊
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