Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we break down why IonQ is moving away from the fabless model to become a "vertically integrated, full-stack quantum platform". We analyze the pro forma financials, the impact of SkyWater’s recent Infineon Fab 25 acquisition, and whether this new Quantum IDM justifies its high valuation. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chapters0:00 Quantum Computing in 2026: The Shift to IDM 2:23 The $1.8 Billion Deal: Cash, Stock, and Collars 4:45 SkyWater’s Revenue Explosion & The Infineon Fab 25 Deal 6:38 IonQ’s Cash Position and Shareholder Dilution 8:41 Valuation Deep Dive: Is 17x Forward EV/Sales Fair? 10:55 The Pros: Supply Chains & Government Contracts 12:50 The Cons: IDM Risks & Rival Startup Concerns 14:45 Final Verdict: Why We’re Now Intrigued If you found this video useful, please make sure to like and subscribe! *********************************************************

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IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?

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