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Quantum Capital · Jun 10, 2026

The Quantum Supply Chain Isn't Venture-Backable

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Anastasia Marchenkova · Quantum Capital

“Why would we waste our time building one quantum chip?”

A fab line is a volume business. Quantum chip demand today is measured in dozens.

The ISIG Quantum Computing Infrastructure Executive Summit wasn’t physicists arguing about coherence times; it was packaging engineers, test-and-measurement vendors, foundry people. I also recorded an episode of Salah Nasri’s Semiconductor Leadership Podcast at the event (Salah runs ISIG and wrote Game of Chips, so the conversation stayed mercifully far from “what is a qubit”). This piece pulls together the threads from both days.

(Watch the full podcast episode here, or this blog is summarizing some points with actual linked citations.)

Read the original on quantumfrontier.substack.com

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