Where it fits in a quantum computer
Veeco’s FY2025 Form 10-K says its MBE systems are used to develop and manufacture compound semiconductor devices for applications including quantum computing, and that it offers ALD systems for markets such as quantum computing; both sit in its Scientific & Other business, which covers advanced materials and device research such as quantum computing.
What the evidence establishes
Upstream enablerDisclosed: Veeco’s FY2025 Form 10-K lists quantum computing among the applications of its MBE and ALD systems.
Materials, isotopes, gases, substrates, equipment or foundry capacity behind quantum-computer components. This is not a component supplier role or an established quantum revenue stream.
| Component role | ALD and MBE systems sold for quantum-computing research |
|---|---|
| Evidence | Disclosed: Veeco’s FY2025 Form 10-K lists quantum computing among the applications of its MBE and ALD systems. |
| How we know | Disclosed 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 source | Veeco Instruments — 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
No quantum customer, qubit program or revenue is disclosed, and the tools are general research equipment. Veeco’s merger with Axcelis was still pending regulatory approval in China at its Aug 5, 2026 results.
Diversified 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.
Josephson junctions & films
Aluminium–aluminium-oxide–aluminium tunnel junctions, the nonlinear element that makes each circuit a qubit, and the niobium, tantalum or aluminium films of its wiring. Deposition and lithography tools and high-purity target metals make them.
Scope of the company links: The Al/AlOx/Al tunnel junctions and the Nb, Ta or Al films are made inside the qubit makers’ own fabs, so the listed exposure is to tools and process know-how. Oxford Instruments markets plasma tools for quantum devices, including atomic-layer deposition of NbN and TiN films and of Al2O3, AlN or TaN tunnel barriers for Josephson junctions (positioning); Applied Materials is named by Qolab (for superconducting qubits) and by HPE for materials engineering and wafer-level fabrication; and Veeco’s 10-K lists quantum computing among the uses of its ALD and MBE systems. Published qubit recipes name private tools: Plassys electron-beam evaporators and Raith e-beam writers. Sputter-target and metal makers (Materion, JX Advanced Metals) and JEOL’s e-beam writers have no documented qubit role in the sources captured and are not mapped.
Related research
Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.
- G
Alphabet (Google)
GOOGL · NASDAQWillow superconducting chip from its own Santa Barbara fab
Quantum-computing evidence - a
Amazon
AMZN · NASDAQOcelot cat-qubit chip prototype and Amazon Braket
Quantum-computing evidence - AM
Applied Materials
AMAT · NASDAQMaterials and wafer-level fab for superconducting qubits
Quantum-computing evidence - DW
D-Wave Quantum
QBTS · NASDAQAdvantage2 annealers and gate-model superconducting QPUs
Quantum-computing evidence - Fu
Fujitsu
6702.T · TSE256-qubit superconducting computer developed with RIKEN
Quantum-computing evidence