IONQ Inc.（IONQ）今日盘中大涨5.00%，引起了市场的广泛关注。
消息面上，IONQ宣布以约18亿美元收购美国本土晶圆代工厂SkyWater Technology。收购价格为每股35美元，较SkyWater过去30日均价溢价38%，预计交易将于2026年第二或第三季度完成。通过此次收购，IONQ将成为全球唯一拥有美国本土“可信代工厂”资质的全栈量子计算公司，这不仅将加速其自身量子处理器技术的开发迭代，也显著增强了其对国防等敏感领域客户的吸引力。
此次收购是IONQ在量子计算供应链安全方面的重要布局。公司计划利用自有工厂将芯片设计与工艺制程深度耦合，并计划提前至2028年启动20万量子比特芯片的测试工作。市场分析认为，这种垂直整合模式将强化IONQ在与IBM、Google等竞争对手较量中的优势地位，是其股价受到市场追捧的主要原因。
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