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The extension implies more secure manufacturing capacity and potential volume growth for QBTS-related hardware, reducing supply-chain risk and signaling long-term demand for D-Wave's platforms. While no revenue or unit guidance is provided, sustained partnerships can be a positive indicator for QBTS's valuation over time.
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SkyWater Technology and D-Wave Quantum announce a multi-year extension of their collaboration to advance semiconductor process development and manufacturing for D-Wave’s quantum hardware, reinforcing QBTS's supply chain. The agreement signals ongoing domestic manufacturing support and potential capacity gains for QBTS’s annealing and gate-model platforms, though no revenue or unit guidance is disclosed.
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