Here's How QUBT's Fab 2 Could Accelerate Quantum Manufacturing
Quantum Computing Inc. QUBT or QCi is expanding its manufacturing infrastructure with the launch of Fab 2 following the acquisition of NHanced Semiconductors. The acquisition adds semiconductor and nanophotonics fabrication capabilities, advanced packaging expertise and specialized engineering talent.
NHanced brings expertise in integration, hybrid bonding, chiplet architectures, silicon interposers and photonics device integration. This complements QCi’s photonic and quantum portfolio, creating opportunities to accelerate commercialization and scale next-generation quantum and photonics solutions enabled by the 2.5D/3D heterogeneous integration and scaling of QCi's TFLN-on-Silicon Photonics technologies.
The expanded manufacturing footprint could help QCi increase production flexibility and operational excellence as it scales its technology portfolio. In addition, the expanded U.S.-based manufacturing capabilities are expected to strengthen supply-chain resilience and support the development of advanced photonic chips for applications across quantum computing, artificial intelligence, networking, secure communications and defense.
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Rigetti’s RGTI Fab-1 facility in Fremont, CA, gives the company direct control over quantum processor design, fabrication and testing. The dedicated 150-millimeter line supports rapid iteration of superconducting qubits and reduces dependence on shared research facilities or outsourced foundries. Rigetti expects future chiplets to increase in size, potentially including 36-qubit modules, while retaining the chiplet architecture as systems scale toward 1,000 qubits and beyond. The company is also investing in the surrounding infrastructure needed to support that roadmap. Purchases of property and equipment totaled $16.4 million in the first half of 2026 compared with $8.2 million in the first half of 2025, with spending tied primarily to process equipment, quantum computing refrigerators and development tools.
IonQ’s IONQ acquisition of SkyWater transforms a planned manufacturing relationship into direct ownership of a U.S.-based semiconductor foundry. The transaction totaled about $1.8 billion of consideration, including $741.3 million in cash, and gives IonQ internal access to semiconductor fabrication while preserving SkyWater’s merchant foundry model for external quantum customers. QPUs designed with electronic qubit control were built at SkyWater and returned as fully featured chips, providing an operating proof point for the model. Further, the acquisition of Nexus Photonics adds integrated photonics capabilities that IonQ plans to use in the miniaturization and mass manufacturing of quantum systems.
QUBT’s Share Price Performance
Over the past year, QCi’s shares have plunged 57.4% compared with the industry’s 6% decline.
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QUBT’s Expensive Valuation
QUBT currently trades at a forward 12-month price-to-sales (P/S) of 43.10X compared with the industry’s average of 4.39X.
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QUBT Stock Estimate Trend
Over the past 30 days, QCi’s loss per share estimate for 2026 has moved south.
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QUBT currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
