Quantum Supply Chains as Strategic Assets
Why control over enabling layers may matter as much as control over the final quantum computer.
Quantum technologies are still often analysed through the visible competition among final system builders: the companies seeking higher qubit counts, better fidelities, longer coherence times and credible error-correction roadmaps. That framing is increasingly insufficient. The strategic and economic structure of the sector is forming around the less visible layers that make quantum systems scalable: foundries, pilot lines, photonics, cryogenics, packaging, lasers, vacuum systems, control electronics, software stacks, HPC access, benchmarking and standards. The central issue is therefore not only who builds the most advanced quantum computer, but who controls the industrial interfaces, components and infrastructures without which no architecture can move from laboratory device to manufacturable system.