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COMPANY RESEARCH / IBM

IBM (International Business Machines)

Superconducting QPUs, 300 mm wafer fab and Anderon foundry

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Where it fits in a quantum computer

Designs its own superconducting quantum processors and makes their wafers at a 300 mm facility at NY Creates’ Albany NanoTech Complex; Nighthawk, announced Nov 12, 2025 for delivery by the end of 2025, links 120 qubits with 218 tunable couplers, and Loon demonstrates the hardware elements needed for fault tolerance on the way to Starling (200 logical qubits, 2029, Poughkeepsie). IBM says it has deployed more than 90 quantum systems and signed more than $1.1 billion of client contracts since 2017, and it committed more than $10 billion to quantum over five years (June 2, 2026). Its subsidiary Anderon, a 300 mm pure-play quantum wafer foundry in Albany, finalized a $1 billion CHIPS award (Sept 16, 2026).

What the evidence establishes

Quantum-computing evidence

Disclosed: IBM’s releases describe Nighthawk, Loon and its Albany 300 mm wafer fabrication, its quantum commitment and installed fleet, and Anderon’s CHIPS award.

An explicit quantum-computing product, design-in, supply role, program or partnership, such as a part sold for quantum computers or a named quantum-computer customer. For a maker, it means the company’s own quantum computers or processors. This does not establish revenue, market share, volumes or future sourcing.

Listed as a quantum-computer maker for its own systems, not as a supplier of the parts inside.

Component roleSuperconducting QPUs, 300 mm wafer fab and Anderon foundry
EvidenceDisclosed: IBM’s releases describe Nighthawk, Loon and its Albany 300 mm wafer fabrication, its quantum commitment and installed fleet, and Anderon’s CHIPS award.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the quantum-computing role. Where customers are unnamed, the listing says so.
Primary sourceIBM (International Business Machines) — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

IBM does not report quantum revenue separately, and the $1.1 billion is cumulative contract value since 2017, not annual revenue. Starling and Blue Jay are roadmap targets, and Anderon names no external foundry customers yet. IBM’s planned acquisition of HRL Laboratories (silicon spin qubits), expected to close by the end of Q3 2026, is not confirmed as closed.

Platform business exposure. This describes the breadth or role of the business; it is not an investment rating. A quantum-computing product, design-in or partnership does not by itself establish material quantum revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Qubit chip

A silicon die patterned with about a hundred superconducting transmon qubits, the tunable couplers between them and a readout resonator for each. The quantum state lives in these circuits.

Scope of the company links: The qubit die. Makers that design and fabricate their own superconducting chips come first: IBM (Nighthawk links 120 qubits with 218 tunable couplers; wafers made at a 300 mm facility in Albany, where its company Anderon runs a pure-play quantum wafer foundry), Google (105-qubit Willow from its Santa Barbara fab), Rigetti (Fab-1, chiplet-based Cepheus systems, Novera QPUs sold to others), IQM (chips from its own clean room), D-Wave (superconducting annealing QPUs whose wafers SkyWater makes), AWS (the Ocelot cat-qubit prototype) and Fujitsu (a 256-qubit chip co-developed with RIKEN). IonQ is mapped only because it has owned SkyWater, D-Wave’s wafer foundry, since July 31, 2026. GlobalFoundries (a quantum foundry business launched in May 2026 with photonic, ion-trap and spin-qubit partners, developing superconducting processes) and STMicroelectronics (Quobly’s silicon spin-qubit devices in Crolles) are foundries, and Intel’s 12-qubit Tunnel Falls is a silicon spin chip. Trapped-ion, neutral-atom and photonic machines use different hardware and sit under makers. QuantWare, Oxford Quantum Circuits, Quobly and Qolab are private; research fabs such as imec and MIT Lincoln Laboratory are not companies and are not mapped.

Decoder & host server

A GPU and CPU server that calibrates the machine, compiles programs and decodes quantum error-correction syndromes in real time.

Scope of the company links: Real-time decoding runs on FPGAs beside the controller or on GPU/CPU hosts. NVIDIA’s NVQLink and CUDA-Q QEC link controllers to GPU servers with round trips under 4 µs, and Quantinuum decoded qLDPC codes in real time on its Helios processor through NVQLink. IBM Quantum designed a Relay-BP decoder prototype on an AMD XCVU19P FPGA (Oct 2025). HPE is integrating quantum processors, controllers and decoders with its Cray supercomputers in research testbeds. Riverlane, whose Deltaflow 2 decoders are integrated with Qblox control hardware, is private.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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