Taiwan's "Big Six" Vie for Dominance in Upcoming Quantum Computing Showdown Source:Meng-hsuan Yang Tech giants from Amazon to Microsoft are aggressively exploring opportunities in quantum computing. How are Taiwan's "Big Six" electronics manufacturers getting ready for the showdown? Views Taiwan's "Big Six" Vie for Dominance in Upcoming Quantum Computing Showdown By Meng-hsuan Yang web only Quantum computing may look like a pie in the sky, but the unseen battle for market dominance has already begun. The prize: a wellspring of orders from large North American cloud service providers, who also happen to be the world's biggest buyers of AI servers. "Quantum is the natural extension of AI infrastructure," says David Shen (沈慶堯), CTO of Wistron. The consensus among experts is that quantum computing will achieve commercialization sometime after 2029, at the earliest. There is no agreement on what the roadmap will look like. But quantum computers seem unlikely to replace AI servers; more plausibly, they will coexist alongside CPUs and GPUs to form the foundation of next-gen high-performance computing (HPC). Industry Consultant Po-Jung Shih (施柏榮) at Market Intelligence & Consulting Institute (MIC) says that the incorporation of different computing elements, known as heterogeneous computing, and data center infrastructure management (DCIM) tailored toward quantum computers will be the two critical factors that decide who will come out on top in the quantum age. Quantum computers are much more sensitive to temperature than AI servers—in fact, they need to operate at minus 273 degrees Celsius. Low-temperature baseboards and substrates, wiring, controls and receptors for processing electrical signals are all components Taiwanese manufacturers need to invest in to stay ahead of the competition. The big clients are already champing at the bit. In June, Microsoft unveiled the quantum chip Majorana 2, developed with the help of agentic AI. Last year, Amazon Web Services