The TF3 Revolution: The Trillion-Dollar Breakthrough and the Hidden Company That Controls It All

A quiet revolution is happening in computing. While the world debates AI and electric cars, one small company has cracked the code on the next great leap in technology.

It’s mastered a breakthrough material that lets computers run at the speed of light.

This material is called thin film lithium niobate. I call it “TF3” for short. (Lithium is the third element in the periodic table.)

It could make today’s fastest computers look like steam engines. And only one American company controls its commercial production for quantum computing applications.

In this report, I’ll break down the nature of this critical tech revolution. I’ll also reveal the hidden company set to capture a massive share of the market.

First, let me explain the technology that’s about to change everything.

The Physics Breakthrough That Changes Everything

For 50 years, every computer has worked the same way. Electricity flows through tiny wires on silicon chips. The faster the electricity moves, the faster the computer thinks.

But electricity has hit a wall.

Modern chips generate massive heat. Data centers spend 40% of their energy just on cooling. Traffic jams slow down information inside chips. And we’re running out of ways to make chips smaller.

TF3 solves all these problems at once.

Instead of electricity, TF3 uses pure light particles called photons. Information travels at 186,000 miles per second. That’s the cosmic speed limit.

According to MIT research, light-based chips could work 10 million times more efficiently than today’s electronics while using 99% less energy.

Think about it. Computers that never overheat, never slow down, and run on almost no power.

It’s an incredible technological leap. And it’s set to create trillions in new wealth.

McKinsey projects quantum computing could create $2 trillion in value across just four industries by 2035. That’s from automotive, chemicals, financial services, and life sciences alone.

That projection doesn’t include defense, energy, or telecommunications. The real number could be much higher.

But here’s the key insight most investors miss.

You can’t have quantum computing without the materials that make it possible. Just like you can’t have smartphones without semiconductors… or electric cars without lithium batteries.

TF3 is that essential material for light-speed quantum computing. And there’s one company set to control the lion’s share of its domestic production.

Meet the Hidden Giant

Quantum Computing Inc. (Nasdaq: QUBT), or QCI, is headquartered in Hoboken, New Jersey. But its revolutionary foundry operates in Tempe, Arizona.

While tech giants were making headlines, QCI quietly built America’s first and only commercial TF3 foundry. It opened this facility in the first quarter of 2025. This positioned it as the sole U.S. supplier of this critical material.

QCI isn’t just another tech startup. It’s the only pure-play company focused on integrated photonics and quantum optics. Forty-eight percent of its team are PhDs across quantum physics, optics, and nanofabrication.

The company holds nine patents and has published over 200 research papers. Its technology spans 14 different use cases, with eight hardware products already on the market.

Most importantly, it’s proved its quantum expertise with the world’s most demanding customers.

NASA has awarded QCI four separate grants for space missions. Its quantum systems help process complex satellite data that would take conventional computers months to analyze.

A top 5 U.S. bank just placed a $332,000 order for QCI’s quantum cybersecurity system. This marks its first major commercial sale of quantum security solutions.

BMW chose QCI to solve an “impossible” autonomous vehicle challenge. This was a problem that would take traditional computers years to solve. But QCI’s system did it in just six minutes, processing 3,854 variables.

Leading medical institutions, including Memorial Sloan Kettering Cancer Center, are partnering with QCI to revolutionize drug discovery using quantum computing.

And in June 2025, the company shipped its first commercial entangled photon source to a South Korea research institution.

These aren’t experimental partnerships. These are real customers paying real money for proven quantum solutions.

But here’s what creates the massive investment opportunity.

The Monopoly Position

Right now, QCI holds a monopoly position in U.S. TF3 production for quantum computing. Its Tempe foundry is the only facility in America capable of processing 150-millimeter TF3 wafers.

A single processed wafer can generate over $3 million in revenue. At full capacity, the foundry could produce $180 million in sellable inventory annually. That’s just from one facility.

You might wonder why Google and Microsoft don’t just build their own foundries.

Well, the barriers are massive.

First, TF3 processing requires precision at nearly the atomic level. Even small errors ruin entire batches. Second, it would take tech giants years to develop the necessary expertise.

Third, Google makes money from advertising, not manufacturing, and Apple profits from design, not materials science. Fourth, building a foundry would mean competing with potential customers.

It’s simply not worth it for them. They’d rather buy what they need from QCI.

This creates a perfect monopoly position for the company smart enough to build the infrastructure first.

Meanwhile, QCI isn’t burning cash like most startups. It’s built a strong financial position with $166 million in cash as of the first quarter of 2025.

Its assets grew from $74 million to $243 million in just over a year. It’s already generating revenue from multiple commercial contracts. This isn’t a pie-in-the-sky startup. This is a company with real products, real customers, and real revenue.

And it’s perfectly positioned to benefit from this explosive new market.

Market Size and Growth Projections

The Photonic Integrated Circuit Market was worth $15.1 billion in 2024. It’s projected to reach $38.4 billion by 2029. That’s a growth rate of 20.5% annually.

But the TF3 market is growing even faster. The TF3 Modulator Market was worth $185 million in 2022. It’s expected to hit $2 billion by 2029. That’s a growth rate of 41% annually.

The global quantum computing market trajectory points to a multitrillion-dollar opportunity. QCI is positioned to capture a massive share as the sole U.S. supplier.

And that’s where the stock price potential gets exciting.

Based on market projections and QCI’s monopoly position, here’s why I believe the stock could reach $200 to $300 per share.

If QCI captures just 25% of the growing photonic chip market over the next decade, we’re looking at potentially $24 billion in total revenue opportunity.

At a modest 10% profit margin, that generates $2.4 billion in annual profits. Technology companies typically trade at 19 times earnings. That values the company at nearly $46 billion.

With 155 million shares outstanding, that puts the stock around $300 per share.

But the path to get there is already being paved.

Near-term catalysts could drive the stock higher within 12 to 24 months. These include foundry scaling to full production capacity, major commercial contracts being announced, government defense contracts being secured, and technology partnerships with industry leaders.

Medium-term drivers over the next two to five years include market adoption acceleration, QCI expanding its foundry capacity, international expansion opportunities, and new applications being discovered.

QCI’s long-term potential over five to 10 years would position it as the “Intel of quantum computing,” with miniaturization to PCIe card scale, locked-in global supply agreements, and established market dominance.

Why QCI Has No Real Competition

QCI faces limited direct competition in the U.S. market, and that’s unlikely to change soon.

International players are based mostly in China, creating supply chain vulnerabilities for American companies. No U.S. company wants to depend on China for critical quantum components.

Tech giants are focused on using quantum technology, not manufacturing the essential components. They’re customers, not competitors.

Traditional chip companies lack the specialized expertise for TF3 processing. This isn’t just another silicon chip. It requires completely different knowledge and equipment.

Startups don’t have QCI’s operational foundry or proven customer base. Building a foundry takes years and hundreds of millions of dollars.

This gives QCI a clear first-mover advantage in a rapidly growing market. And first-mover advantages in tech often become permanent advantages.

The Bottom Line

QCI represents a rare opportunity to invest in a company that could define the next era of computing.

It’s solved the manufacturing challenge that stumped bigger companies. It’s proved its technology with demanding customers. It’s built financial strength to execute its growth plans.

Most importantly, it controls the essential material needed for the quantum revolution.

While Wall Street chases yesterday’s technology, QCI is building tomorrow’s infrastructure. And the company that controls TF3 production could control the future of computing itself.

The investment thesis is simple. As quantum computing explodes over the next decade, every major technology company will need TF3 chips. And there’s only one place in America to get them.

This is the kind of opportunity that creates massive wealth for early investors. The companies that control essential technologies during major transitions often see their stock prices multiply by 10, 20, or even 50 times.

Think about Intel during the PC revolution, Cisco during the internet boom, Nvidia during the AI explosion.

QCI could be the next name on that list.

The window for ground-floor investing won’t stay open forever. Once Wall Street discovers this story, the chance to buy at today’s prices could disappear overnight.

I say, act now!

Action to Take: Buy Quantum Computing Inc. (Nasdaq: QUBT) between the bid and the ask. Set a 50% trailing stop to protect your principal and your profits.