The Future of Computing: As the world transitions from "electricity" to the era of "atoms" and "light".

 

No one can deny that transistors are the heroes behind the revolution that ushered the world into the digital and AI era. But when technology reached the limits of physics, where miniaturization became more difficult and heat energy posed an obstacle, humanity could not stop there.

 

We stand on the brink of a new, even greater industrial revolution, a leap from controlling electrons (electricity) to controlling "atoms" (quantum) and "light" (photonics) to create new forms of computing power that could potentially shift the balance of power in the world.

 

⚛️ 1. Quantum Computing: Unlocking the Power of the Atom

Back in 1981, Richard Feynman, the father of quantum mechanics, envisioned that "to model complex natural phenomena, computers must operate according to the laws of nature." Today, that dream is becoming a reality, thanks to AI, which plays a key role in solving "error correction" problems, breaking down obstacles that have stood in the way for over 30 years.

 

When Quantum Technology becomes a reality, a new value chain will immediately emerge:

- Quantum Security: The first business poised for massive growth because new global standards mandate protection against quantum hacking.
- Quantum Hardware: The gold rush era for manufacturers of specialty materials and cooling systems used in quantum computers.
- Quantum-as-a-Service (QaaS): Cloud-based services that will become the new standard for businesses worldwide.

 

💡 2. Photonic Computing: Betting on the speed of light.

While the quantum side is developing, another side of the semiconductor war (chip war) between America and China is nearing its end, paving the way for a new battleground in photon computing.

 

China has been strategizing this for over 40 years to escape the limitations of Western chips, focusing on photonic computing, which is faster, cooler, and can transmit far more data than electricity.

 

- Huawei & The Ternary Breakthrough: A significant move by using a ternary computing system (-1, 0, 1) in conjunction with lighting, which is smarter and more energy-efficient than the traditional binary system.
- The Light War: China is building its own new value chain to avoid relying on foreign EUV technology, and this is a turning point that investors need to watch.

 

🔥 The New Growth Engine: An In-Depth Look at the Value Chain of the Future
In this course, "Quantum & Photonic Computing: The Value Chain of the Future," San and Bom will take you on an in-depth journey into two world-changing technologies, giving you a glimpse into the new growth engine in the post-AI era before anyone else.