The quantum race is reaching a new level: developer of digital quantum computing platforms SEEQC has signed a strategic memorandum with the Taiwanese office for promoting quantum technologies. This is not just a formal document — it is about forming a full-fledged ecosystem for the production of quantum chips, which could radically change the balance of power in the industry.
The agreement involves joint work on the development, production, testing, and commercialization of key components. For SEEQC, this is an opportunity to integrate into Taiwan's supply chain, which has dominated the semiconductor industry for decades. Local companies and research institutes will become partners in creating the infrastructure without which quantum computing would remain merely a laboratory curiosity.
Notably, the parties have not yet disclosed specific projects, timelines, or funding amounts. This is typical for the early stage of negotiations, but the very fact of such an alliance speaks volumes. Taiwan, which controls a significant share of global chip production, is clearly seeking to carve out a niche in the quantum segment as well, while leaders like IBM or Google focus on their own developments. SEEQC, in turn, gains access to manufacturing capabilities and expertise that cannot be replicated in the short term.
My analysis
This move strengthens the geopolitical aspect of quantum technologies. It is already evident that the next decade will be defined not only by algorithms but also by control over supply chains. For investors and analysts, this is a signal: the quantum race is becoming as pragmatic as the classical semiconductor industry, where alliances and manufacturing capacities matter more than theoretical breakthroughs.