We are so confident in our premier manufacturer, Taiwan Semiconductor (TSC), that we believe it will become a second and third‑tier supplier to companies building quantum computers, providing the classical power, protection, regulation, and sensing components that support quantum control racks, cryogenic plants, RF/microwave instrumentation, and facility power systems.
What TSC can supply
- Power conversion: rectifiers, Schottky/fast recovery diodes, bridge rectifiers, and MOSFETs for AC‑DC and DC‑DC stages in low‑noise instrument power and cryo‑plant auxiliaries used around quantum systems.
- Protection and reliability: TVS/ESD devices and surge protection across sensitive control/readout lines, rack interfaces, and lab infrastructure to protect precision DAC/ADC, RF, and timing subsystems.
- Regulators and analog: LDOs, voltage regulators, references, op‑amps, and comparators for biasing, monitoring, and housekeeping circuits in quantum control electronics.
- Wide‑bandgap devices: SiC/GaN rectifiers and switches to build higher‑efficiency, cooler‑running power stages that reduce thermal load in dense quantum control racks.
Why we believe this is plausible
- Portfolio fit: TSC’s 2025 selection guide emphasizes established, industry‑standard power discretes, protection components, regulators, and sensors—exactly the categories used pervasively in the classical stack around quantum hardware.
- Market access: TSC is widely distributed through primary electronics channels (Avnet, Future, Digi-Key, Mouser, TME, LCSC), making design-in and procurement straightforward for quantum OEMs and their instrument suppliers.
- Quality systems: Automotive‑grade certifications and process discipline are attractive to instrumentation vendors serving quantum labs that require high reliability and consistent, low‑noise behavior.
What TSC likely will not supply
- Qubits or cryogenic ICs: There is currently no indication that TSC will offer qubit fabrication, cryo-CMOS, RF-to-microwave quantum control SoCs, or dilution refrigerator subsystems. Their focus remains on discrete power, analog, and protection components.
- Quantum system integration: Specialized vendors handle cryogenics, vacuum, RF, timing, and integrated control stacks for quantum computers, with component catalogs tailored to meet those specific needs. TSC components may be included inside such systems, but TSC is not positioned as a quantum integrator.
Likely buyer profiles
- Quantum control system vendors and instrument makers are selecting commodity but high‑quality power and protection parts for racks and benches.
- Quantum lab infrastructure suppliers (cryogenic, vacuum, and facility power) require high-efficiency, robust power conversion and surge protection solutions.
Pacific Northwest and NorCal focus
Here’s a modality‑grouped list of organizations building quantum computers, with a dedicated section for Washington, Oregon, Northern California, and Idaho.
- Washington: IonQ (manufacturing/R&D facility in Bothell; building trapped‑ion systems, including Forte Enterprise and Tempo).
- Washington: Microsoft Quantum (Redmond; full‑stack development, error‑correction research, Northwest Quantum Nexus with PNNL).
- Northern California: Rigetti Computing (Berkeley; superconducting QPUs and cloud access).
- Northern California: Google Quantum AI (Mountain View; superconducting processors and error‑correction milestones).
- Northern California: Atom Computing (Berkeley; neutral‑atom systems).
- Oregon: Intel (Hillsboro; silicon spin qubits and cryo‑CMOS control, Tangle Lake and Horse Ridge programs).
- Idaho: No major quantum computer OEMs are headquartered in the state; regional activity is primarily driven by national labs/consortia outside the state's borders.
Superconducting qubits
Trapped‑ion qubits
Neutral‑atom qubits
Photonic/optical qubits
Annealing and specialized quantum
Silicon spin/semiconductor qubits
Ecosystem/control vendors supporting builders
Bottom line
We expect TSC to become a practical supplier of the classical electronics bill of materials that surrounds quantum computers, including power conversion, protection, regulation, and sensing, via distributors and OEM design-ins, rather than a supplier of quantum processors or cryogenic control ICs.