University of Kwazulu-Natal

Quantum Enablers Poised For 40 Plus Growth In 2026 Intc Avgo Ter

Bonisiwe Shabane
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quantum enablers poised for 40 plus growth in 2026 intc avgo ter

LMT Quick QuoteLMT INTC Quick QuoteINTC AMD Quick QuoteAMD TER Quick QuoteTER AVGO Quick QuoteAVGO The pure quantum hardware sector, featuring companies like IonQ and D-Wave, has garnered significant attention. These firms have made tangible progress, securing government contracts, enterprise pilots and cloud integrations. Analysts characterize these pure plays as long-term prospects with growth potential but not guaranteed near-term earnings drivers for 2026. However, this does not mean that quantum offers no near-term investment opportunity. Instead, the more compelling path lies in quantum enablers - companies already generating revenues today by supplying the infrastructure, semiconductors, testing tools, cloud platforms and security frameworks required for quantum adoption at scale.

So, if the goal is to participate in quantum’s growth story with measurable financial outcomes in 2026, it makes sense to look beyond the flagship hardware makers and toward the ecosystem enabling quantum adoption... Here in this article, we have discussed three such quantum computing enablers, Intel (INTC Quick QuoteINTC - Free Report) , Broadcom (AVGO Quick QuoteAVGO - Free Report) and Teradyne (TER Quick QuoteTER - Free... The pure quantum hardware sector, featuring companies like IonQ and D-Wave, has garnered significant attention. These firms have made tangible progress, securing government contracts, enterprise pilots and cloud integrations. Analysts characterize these pure plays as long-term prospects with growth potential but not guaranteed near-term earnings drivers for 2026. However, this does not mean that quantum offers no near-term investment opportunity.

Instead, the more compelling path lies in quantum enablers - companies already generating revenues today by supplying the infrastructure, semiconductors, testing tools, cloud platforms and security frameworks required for quantum adoption at scale. So, if the goal is to participate in quantum’s growth story with measurable financial outcomes in 2026, it makes sense to look beyond the flagship hardware makers and toward the ecosystem enabling quantum adoption... Here in this article, we have discussed three such quantum computing enablers, Intel INTC, Broadcom AVGO and Teradyne TER, which are projected to report more than 40% earnings growth in 2026. At present, several established semiconductor and enterprise technology companies are positioned to benefit from quantum development while being simultaneously projected to report solid earnings growth in 2026. AMD Quick QuoteAMD ORCL Quick QuoteORCL AMAT Quick QuoteAMAT TER Quick QuoteTER AVGO Quick QuoteAVGO Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines.

But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone. In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about picking a single quantum winner and more about identifying the enablers positioned to capture real revenues as quantum transitions from laboratory experiments to early commercial deployment. Names to watch include Advanced Micro Devices (AMD Quick QuoteAMD - Free Report) , Teradyne (TER Quick QuoteTER - Free Report) , Broadcom (AVGO Quick QuoteAVGO - Free Report) , Applied Materials (AMAT Quick... In 2026, investors should also watch companies whose core businesses are not quantum computers per se, but provide the technologies that make quantum progress possible. These include essential enablers like Graphics Processing Units (GPUs) and High-Performance Computing (HPC) engines, semiconductor test and packaging equipment, materials and fabrication specialists and vendors of quantum-safe security.

At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect... One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a CAGR of 20.5% through the end of the... While the overall industry prospect is extremely upbeat, a separate report specifically on post-quantum cryptography (PQC) forecasts that the global PQC market will expand from $0.42 billion in 2025 to $2.84 billion by 2030,... The broader quantum high-performance computing (HPC) market — essential for hybrid classical–quantum workloads — is also expected to scale significantly. Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone.

In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about picking a single quantum winner and more about identifying the enablers positioned to capture real revenues as quantum transitions from laboratory experiments to early commercial deployment. Names to watch include Advanced Micro Devices AMD, Teradyne TER, Broadcom AVGO, Applied Materials AMAT and Oracle ORCL. In 2026, investors should also watch companies whose core businesses are not quantum computers per se, but provide the technologies that make quantum progress possible. These include essential enablers like Graphics Processing Units (GPUs) and High-Performance Computing (HPC) engines, semiconductor test and packaging equipment, materials and fabrication specialists and vendors of quantum-safe security. At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect...

One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a CAGR of 20.5% through the end of the... While the overall industry prospect is extremely upbeat, a separate report specifically on post-quantum cryptography (PQC) forecasts that the global PQC market will expand from $0.42 billion in 2025 to $2.84 billion by 2030,... The broader quantum high-performance computing (HPC) market — essential for hybrid classical–quantum workloads — is also expected to scale significantly. Advanced Micro Devices: It has announced a strategic partnership with IBM to develop quantum-centric supercomputing architectures that integrate quantum computers with classical high-performance computing (HPC) technologies such as CPUs, GPUs and Field-Programmable Gate Arrays... AMD and IBM are co-designing proof-of-concept systems that link IBM’s quantum systems with AMD’s HPC and AI accelerators to explore hybrid workflows where classical and quantum components work together. It's perpetually tempting to think quantum computing is forever five years away, but times are changing quickly.

IBM says it expects to have a computationally-useful quantum advantage by 2026, tying that view to error correction and tighter coupling with classical high performance computing. That means they plan to have a quantum computer that's more efficient than classical ones at specific tasks. This timeline matters because investment theses improve when there is a credible path from lab demos to repeatable workflows -- and now, that path unambiguously exists. The opportunity is likely to be significant for those who can act on it. McKinsey estimates that quantum technologies across computing, communications, and sensing could reach $97 billion by 2035. Meanwhile, another forecast sizes the core quantum computing market at $5.3 billion by 2029, up from $1.3 billion in 2024, which gives investors a practical base case for the next leg.

The inflection narrative in the near-term leans on speedy error correction progress and hybrid architectures validated by peer-reviewed work showing useful error-mitigated results, and on vendor disclosures about more efficient codes. Early-stage fuel is flowing steadily, with an average investment of $28.6 million per fundraising round across quantum companies. If that cadence continues while technical milestones start to pile up, 2026 can be where pilots harden into products, so let's dive in and take a closer look at the contenders. The investable universe of quantum computing-specialized businesses cleanly splits into two categories, both of which can include either hardware or software products/services: In short, the pure plays on average give you more torque per unit of capital, as well as more risk, whereas the platforms usually entail a larger total addressable market (TAM). This means a much longer growth runway at the cost of needing to provision for potentially-expensive elements like distribution, manufacturing, and developer tooling, all of which can result in narrower margins and thus lower...

Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone. In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about picking a single quantum winner and more about identifying the enablers positioned to capture real revenues as quantum transitions from laboratory experiments to early commercial deployment. Names to watch include Advanced Micro Devices AMD, Teradyne TER, Broadcom AVGO, Applied Materials AMAT and Oracle ORCL. In 2026, investors should also watch companies whose core businesses are not quantum computers per se, but provide the technologies that make quantum progress possible.

These include essential enablers like Graphics Processing Units (GPUs) and High-Performance Computing (HPC) engines, semiconductor test and packaging equipment, materials and fabrication specialists and vendors of quantum-safe security. At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect... One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a CAGR of 20.5% through the end of the... While the overall industry prospect is extremely upbeat, a separate report specifically on post-quantum cryptography (PQC) forecasts that the global PQC market will expand from $0.42 billion in 2025 to $2.84 billion by 2030,... The broader quantum high-performance computing (HPC) market — essential for hybrid classical–quantum workloads — is also expected to scale significantly. Advanced Micro Devices: It has announced a strategic partnership with IBM to develop quantum-centric supercomputing architectures that integrate quantum computers with classical high-performance computing (HPC) technologies such as CPUs, GPUs and Field-Programmable Gate Arrays...

AMD and IBM are co-designing proof-of-concept systems that link IBM’s quantum systems with AMD’s HPC and AI accelerators to explore hybrid workflows where classical and quantum components work together. Quantum Enablers Poised for 40% Plus Growth in 2026: INTC, AVGO & TER https://lnkd.in/gBbepzAe #QuantumEnablers #StocksToWatch #Intel Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone. In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about picking a single quantum winner and more about identifying the enablers positioned to capture real revenues as quantum transitions from laboratory experiments to early commercial deployment.

Names to watch include Advanced Micro Devices AMD, Teradyne TER, Broadcom AVGO, Applied Materials AMAT and Oracle ORCL. In 2026, investors should also watch companies whose core businesses are not quantum computers per se, but provide the technologies that make quantum progress possible. These include essential enablers like Graphics Processing Units (GPUs) and High-Performance Computing (HPC) engines, semiconductor test and packaging equipment, materials and fabrication specialists and vendors of quantum-safe security. At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect... One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a CAGR of 20.5% through the end of the... While the overall industry prospect is extremely upbeat, a separate report specifically on post-quantum cryptography (PQC) forecasts that the global PQC market will expand from $0.42 billion in 2025 to $2.84 billion by 2030,...

The broader quantum high-performance computing (HPC) market — essential for hybrid classical–quantum workloads — is also expected to scale significantly. Advanced Micro Devices: It has announced a strategic partnership with IBM to develop quantum-centric supercomputing architectures that integrate quantum computers with classical high-performance computing (HPC) technologies such as CPUs, GPUs and Field-Programmable Gate Arrays... AMD and IBM are co-designing proof-of-concept systems that link IBM’s quantum systems with AMD’s HPC and AI accelerators to explore hybrid workflows where classical and quantum components work together.

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LMT Quick QuoteLMT INTC Quick QuoteINTC AMD Quick QuoteAMD TER

LMT Quick QuoteLMT INTC Quick QuoteINTC AMD Quick QuoteAMD TER Quick QuoteTER AVGO Quick QuoteAVGO The pure quantum hardware sector, featuring companies like IonQ and D-Wave, has garnered significant attention. These firms have made tangible progress, securing government contracts, enterprise pilots and cloud integrations. Analysts characterize these pure plays as long-term prospects with growth p...

So, If The Goal Is To Participate In Quantum’s Growth

So, if the goal is to participate in quantum’s growth story with measurable financial outcomes in 2026, it makes sense to look beyond the flagship hardware makers and toward the ecosystem enabling quantum adoption... Here in this article, we have discussed three such quantum computing enablers, Intel (INTC Quick QuoteINTC - Free Report) , Broadcom (AVGO Quick QuoteAVGO - Free Report) and Teradyne ...

Instead, The More Compelling Path Lies In Quantum Enablers -

Instead, the more compelling path lies in quantum enablers - companies already generating revenues today by supplying the infrastructure, semiconductors, testing tools, cloud platforms and security frameworks required for quantum adoption at scale. So, if the goal is to participate in quantum’s growth story with measurable financial outcomes in 2026, it makes sense to look beyond the flagship hard...

But History Suggests That The Earliest And Most Durable Value

But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone. In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about ...

At The Same Time, Progress In Qubit Fidelity And Scaling

At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect... One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a ...