Manufacturing Strategy

Three phases to a vertically integrated quantum photonic chip fab

QLT is pursuing a phased strategy to build a vertically integrated quantum photonic chip fabrication facility in a Texas Opportunity Zone — capturing federal and state tax incentives worth tens of millions while establishing sovereign US manufacturing for quantum hardware.

9
Process Steps
34+
Equipment Classes
$80M
Equipment Budget
200mm
Wafer Platform
Long-Term Vision

From $25M split-fab prototype to $1.2B sovereign manufacturing

QLT's manufacturing strategy is a disciplined three-phase path: prove the physics and lock down IP with a split-fab prototype ($25M), build a dedicated pilot facility ($150M), then scale to a full vertically integrated fab ($1.2B). Each phase is milestone-gated and de-risks the next.

Seed
$25M
Series A
$150M
Growth
$1.2B
Phased Buildout

Three phases from first silicon to volume production

01
Seed Round · $25M

Split-Fab Prototype + IP Fortress

5 strategic seats × $5M each. Pillar 1: $5M split-fab prototype across Ligentec, AIM Photonics, and imec with encrypted partial GDS. Pillar 2: $20M IP expansion — 60+ patent families across 7 jurisdictions with defensive litigation reserves.

Pillar 1: $5M prototype · Pillar 2: $20M IP · 3–5 FTE · 12–18 months

$25M1.8% of total
02
Series A · $150M

Dedicated Pilot Fab

Purpose-built 25,000–30,000 sq ft facility with 10,000–15,000 sq ft ISO 5–7 cleanroom. DUV stepper ($8–12M), dual ICP-RIE etchers, PECVD/LPCVD for SiN, e-beam lithography, full metrology suite, fiber-attach packaging. Texas Opportunity Zone.

$80M equipment · $32M facility · $13M team · 25–30 FTE · 10–20 WPW

$150M10.9% of total
03
Growth Round · $1.2B

Full-Scale Vertically Integrated Fab

World-class quantum photonic chip fabrication facility. 50,000+ sq ft, DUV lithography, FOUP-based automation, MES-integrated production, AI-driven fault detection, advanced packaging lines, integrated quantum test lab. Lights-out 24/7 manufacturing.

200/300mm wafer class · 50–80+ FTE · Thousands of WPY · IPO-ready

$1.2B87.3% of total

Pilot Facility Layout — 30,000 sq ft

Texas Opportunity Zone — ISO 5–7 Cleanroom Zones

Lithography Bay
ISO 4–5 · DUV + E-Beam
Furnace Bay
ISO 6 · LPCVD + Thermal Ox
Etch Bay
ISO 5–6 · ICP-RIE Dual
Deposition Bay
ISO 6 · PECVD + ALD + PVD
Wet Process
ISO 6–7 · Acid + Solvent
Metrology Lab
ISO 7 · AFM + Ellips + SEM
Packaging
ISO 7 · Wire Bond + Fiber
Quantum Test Lab
Vibration-Isolated · Optical
From design to silicon Every waveguide, every junction, every photonic switch — fabricated in-house
Series A — $150M Pilot Facility

Process-aligned equipment for full-stack quantum photonic chip production

Every piece of equipment below maps directly to a step in QLT's 9-step fabrication process traveler — from bare Si₃N₄ wafer to packaged, tested, fiber-coupled quantum photonic processor. This is the complete production pipeline.

9
Process Steps
34+
Equipment Types
$80M
Equipment CAPEX
30,000 ft²
Total Footprint
ISO 5–7
Cleanroom Grade
01

Wafer Fabrication & SiN Core Deposition

$18–25M
01

Wafer Fabrication & SiN Core Deposition

$18‑25M

The foundation of every QLT chip is a 200mm silicon wafer with a 4 µm buried oxide (BOX) layer and a 300–800nm stoichiometric Si₃N₄ core deposited by LPCVD at ~800°C. This high-temperature process produces the industry's lowest propagation loss (~0.1 dB/m) — critical for maintaining quantum coherence across on-chip waveguide paths exceeding 1 meter.

01 $3–5M

LPCVD Furnace (Si₃N₄)

Deposits the stoichiometric silicon nitride waveguide core layer via low-pressure chemical vapor deposition. Dichlorosilane (SiH₂Cl₂) + ammonia…

Tempress / ASM · 200mm capacity · 3-zone · ≤0.5% uniformity
02 $2–4M

PECVD System (SiO₂)

Deposits SiO₂ upper cladding at low temperature (~300°C) using TEOS/O₂ chemistry. Provides the symmetric refractive index environment (n≈1.44)…

Oxford Instruments / Applied Materials · 200mm · TEOS + O₂
03 $2–4M

CMP System

Chemical-mechanical planarization achieves <5nm surface roughness on the SiO₂ cladding — critical for bonding the proprietary ODR overlay…

Strasbaugh / Logitech · 200mm · sub-nm roughness target
04 $1–2M

Thermal Oxidation Furnace

Grows the 4 µm thermal SiO₂ buried oxide (BOX) layer on bare silicon wafers. This insulating layer prevents optical mode leakage into the silicon…

Lindberg / Tempress · O₂/H₂O ambient · 1100°C max
05 $1–2M

ALD System

Atomic layer deposition of ultra-thin Al₂O₃ interlayers (~5nm) for bonding interfaces, passivation of exposed Si₃N₄ surfaces, and etch-stop layers…

Cambridge Nanotech / Beneq · 200mm · TMA + H₂O
02

Lithography — Pattern Definition

$12–18M
02

Lithography — Pattern Definition

$12‑18M

QLT's photonic circuits require sub-micron pattern fidelity: waveguide widths of 500nm–1.5µm, coupling gaps of ≥150nm, MZI mesh networks with path length precision of ±10nm, and proprietary ODR waveguide structures requiring nanometer-scale precision. Two lithography systems work in tandem — a DUV stepper for production patterning and an e-beam writer for the finest ODR structures.

06 $8–12M

DUV Stepper/Scanner (248nm)

Primary production lithography for all waveguide layers, grating coupler patterns, MZI mesh routing, all-optical switch trench windows, metal pad…

Canon FPA-3000 or Nikon NSR · 248nm KrF · ≤180nm resolution · 200mm
07 $3–5M

E-Beam Lithography System

Writes the proprietary ODR waveguide structures — nano-scale geometries requiring sub-50nm edge placement precision. Also used for prototype mask…

JEOL JBX-9500 · <10nm beam · 100kV · stitching <20nm
08 $1–2M

Resist Track (coat/develop)

Automated spin-coat, soft-bake, develop, and post-bake of photoresist. Ensures uniform ~1.5µm resist thickness (±1%) for consistent exposure dose…

TEL / DNS · 200mm · programmable recipes
03

Dry Etch — Waveguide & Trench Formation

$6–10M
03

Dry Etch — Waveguide & Trench Formation

$6‑10M

Reactive-ion etching transfers lithographic patterns into Si₃N₄ and SiO₂ films. Waveguide sidewall roughness must be <1nm RMS to achieve the ≤0.1 dB/m propagation loss required for quantum coherence. A separate etch step creates the ~200nm-deep all-optical switch trenches through the top oxide, exposing the Si₃N₄ core at precise locations for piezoelectric stack integration.

09 $4–8M

Dual ICP-RIE System

Primary etch tool. Chamber 1: CHF₃/O₂ chemistry etches SiO₂ cladding for all-optical switch trench windows (~200nm depth, endpoint on Si₃N₄ core).…

Oxford PlasmaPro 100 / PlasmaTherm · dual chamber · ICP + RIE · 200mm
10 $200–500K

O₂ Plasma Asher/Descum

Post-etch oxygen plasma clean removes resist residue and passivates etch-damaged surfaces. Critical after all-optical switch trench etch to ensure…

Technics / Diener · barrel or downstream · O₂ at 200W
11 $500K–1M

Wet Bench Suite

Solvent clean (acetone/IPA lift-off for metal), piranha clean (H₂SO₄:H₂O₂ for organic removal), buffered HF (BHF) for precision oxide thinning, and…

Wafer-Process / custom · acid-resistant · recirculating DI · fume hood
04

ODR Overlay & All-Optical Switch Integration

$4–7M · Proprietary
04

ODR Overlay & All-Optical Switch Integration

$4‑7M · PROPRIETARY — QLT's Core Differentiator

These two steps are where QLT's technology becomes irreproducible by competitors. The ODR (Optical Distortion Reversal) process applies a proprietary waveguide geometry and advanced squeezed-light techniques to reverse the optical distortion that accumulates as photons traverse sub-micron waveguides — passively extending photonic qubit coherence at room temperature. This is not reinventing the wheel: optical distortion reversal has been leveraged in telecom for decades to maintain signal fidelity across thousands of kilometers of fiber. QLT's breakthrough is miniaturizing and adapting these proven principles onto a single photonic chip. The all-optical switch integration places proprietary nano-scale switching elements into etched waveguide trenches, creating the femtosecond-speed all-optical transistors that enable real-time quantum gate routing without electronic bottlenecks.

12 $1–2M

Proprietary Overlay Evaporator

Deposits the proprietary ODR overlay material onto waveguide sections using controlled thermal evaporation. The overlay material's high nonlinear…

Custom / Denton · 3-pocket · base pressure <5×10⁻⁶ Torr · rate ~1 Å/s
13 $1–2M

PVD Sputter System

Alternative overlay deposition path and metal seed layers (Ti/TiN) for all-optical switch electrode adhesion. Magnetron sputtering provides more…

AJA / CHA · multi-target · RF/DC magnetron · 200mm
14 $500K–1M

Precision Micro-Assembly Station

Manual pick-and-place of prefabricated all-optical switch nano-stacks (LiNbO₃/PVDF hybrid crystals) into etched waveguide trenches. Requires ±200nm…

Custom station · ≥200× microscope · 6-axis manipulator · ±0.2µm
15 $1–2M

Flip-Chip Bonder

Automated precision bonding of LiNbO₃ thin-film components to Si₃N₄ PIC. For the bonding approach: ALD-deposited Al₂O₃ interlayer, surface…

SUSS FC150 / SET FC300 · ±1µm accuracy · force + temp control
05

Metallization, Anneal & Passivation

$8–14M
05

Metallization, Anneal & Passivation

$3‑5M

E-beam evaporation deposits 30nm Ti adhesion + 200nm Au for all-optical switch mirror electrodes, driving electrodes, wire-bond pads, and thermal phase-shifter heaters. After metal lift-off, the wafer undergoes forming gas anneal (N₂/H₂ at 425°C, 90 min) to heal etch damage, hydrogen-passivate Si₃N₄ waveguide surfaces, and reduce propagation loss by up to 0.5 dB/m.

16 $1–2M

E-Beam Evaporator

Deposits Ti/Au metal stack by electron-beam evaporation at <5×10⁻⁶ Torr base pressure. Ti (30nm at ~1 Å/s) provides adhesion to SiO₂; Au (200nm…

Denton Nexdep / CHA · 3-pocket · planetary rotation · crystal monitor
17 $500K–1M

Forming Gas Anneal Furnace

Post-metallization anneal at 425°C in 95:5 N₂/H₂ for 90 minutes. Hydrogen atoms passivate dangling bonds at Si₃N₄/SiO₂ interfaces, reducing optical…

Lindberg / Tempress · 3-zone tube · N₂/H₂ forming gas · ≤1100°C
18 $500K–1M

RTP (Rapid Thermal Processor)

Quick thermal anneals for dopant activation (if active Si modulators used), contact sintering, and stress relief. 10-second spike profiles minimize…

AG Associates / Mattson · 200mm · <50°C/s ramp · N₂/O₂ ambient
07

Back-End Processing, Packaging & Quantum Test

$12–20M
06

Dicing, Fiber Attach & Packaging

$8‑12M

After front-end processing, each 7×7mm die is singulated, facet-polished to optical quality, and coupled to polarization-maintaining (PM) fiber arrays with <1 dB insertion loss per facet. Wire bonding connects electrical pads to the ceramic carrier. The completed device is sealed in a hermetic package with nitrogen purge and getter material for long-term reliability in data center and defense environments.

19 $1–2M

Automatic Dicing Saw

Singulates 7×7mm photonic dies from 200mm wafer. 50µm diamond blade at ~30 krpm, 1 mm/s feed rate. Coolant-assisted cutting prevents thermal damage…

DISCO DAD-3220 · 200mm · auto-alignment · ±5µm accuracy
20 $1–2M

6-Axis Fiber Alignment + IR Camera

Precision end-fire coupling of PM fiber arrays to chip facets. Sub-micron (±1µm) active alignment optimized via IR camera feedback or optical power…

PI P-611 NanoCube / Newport · 6-DOF · sub-µm · PM fiber V-groove arrays
21 $500K–1M

Wedge Wire Bonder

Bonds 25µm gold wire from chip pads to ceramic carrier or PCB at ~120g force, 120ms ultrasonic. Connects all-optical switch driving electrodes,…

K&S 4523 / West-Bond · 25–50µm Au/Al · wedge + ball modes
22 $1–2M

Hermetic Packaging Line

Vacuum oven (200°C, 10⁻² Torr) with getter material for seam-seal or lid-attach. Creates dry nitrogen atmosphere inside package for moisture…

Vacuum oven + lid sealer · N₂ purge · getter · epoxy or seam-seal
23 $2–3M

Advanced Packaging (Phase 3 prep)

Flip-chip bonding, through-silicon vias (TSVs), and 2.5D interposer integration for multi-chip quantum processor modules. Enables co-packaged optics…

Automated die attach · TSV processing · interposer bonding
07

Metrology, Characterization & Quantum Test Lab

$12‑18M

Every QLT chip undergoes a 5-phase validation protocol: (1) waveguide cut-back loss measurement, (2) ODR coherence restoration efficiency characterization, (3) all-optical switch speed/extinction tests, (4) MZI fidelity and reconfigurability, and (5) single-photon herald measurements confirming quantum operation. In-line metrology catches defects at each fab step before value is added.

24 $2–4M

SEM (Scanning Electron Microscope)

Sub-nm imaging of waveguide sidewalls (roughness <1nm RMS target), photonic crystal hole profiles, all-optical switch trench dimensions, and…

FEI / Hitachi · field-emission · <2nm resolution · 200mm stage
25 $500K–1M

AFM (Atomic Force Microscope)

Surface roughness measurement (sub-nm resolution) on CMP-polished cladding, ODR overlay film quality, and bonding interface inspection. Provides 3D…

Bruker Dimension / Park · tapping mode · <0.1nm z-resolution
26 $500K–1M

Spectroscopic Ellipsometer

Non-destructive measurement of Si₃N₄ film thickness (±2nm) and refractive index (n, k) across full wafer. Critical for verifying LPCVD uniformity…

J.A. Woollam / HORIBA · 190–1700nm · 200mm mapping
27 $2–4M

Automated Wafer-Level Optical Prober

Tests every die on-wafer before dicing: couples tunable laser into grating couplers, measures waveguide loss (target ≤0.1 dB/m), MZI extinction…

Keysight / FormFactor · tunable laser 1500–1600nm · fiber array probe
28 $2–3M

High-Speed Detector + ESA (50 GHz)

Characterizes all-optical switch timing: pulsed laser excitation → 50 GHz photodetector → electrical spectrum analyzer measures femtosecond…

u²t / Finisar 50 GHz PD · Keysight N9040B ESA · pulsed laser source
29 $1–2M

Single-Photon Detectors (SPADs)

Room-temperature quantum herald measurements: confirms single-photon generation, path entanglement, and Hong-Ou-Mandel dip visibility in the MZI…

Excelitas / ID Quantique · Si SPAD (visible) + InGaAs SPAD (1550nm) · <100ps jitter
30 $500K–1M

OSA + Tunable Laser

Optical spectrum analyzer measures ODR conversion efficiency, waveguide spectral response, grating coupler bandwidth, and parasitic…

Yokogawa AQ6370 OSA · Santec TSL-570 tunable laser · 1500–1620nm
08

Facility Shell, Cleanroom & Infrastructure

$30‑38M

25,000–30,000 sq ft total footprint with 10,000–15,000 sq ft ISO Class 5–7 cleanroom. ISO 5 lithography bay ($800/sq ft construction), ISO 6 etch/deposition areas, ISO 7 packaging and test. Separate MES-controlled zones for proprietary ODR and all-optical switch processing with restricted access. Texas Opportunity Zone site.

31 $4–6M

HVAC/HEPA Filtration

Laminar flow, temperature ±0.1°C, humidity ±1% RH in lithography bay

32 $1–2M

Vibration Isolation

Active isolation pads for DUV stepper and e-beam writer (VC-D or better)

33 $2–3M

Power & UPS

Redundant 3-phase 480V service, 500 kVA UPS, generator backup

34 $2–3M

UHP Gas Delivery

CHF₃, SF₆, O₂, N₂, Ar, forming gas (N₂/H₂) — double-contained lines with gas monitoring

35 $1–2M

DI Water + Chemical Waste

18.2 MΩ DI water system, chemical waste treatment, acid neutralization

36 $3–5M

MES + Automation + IT

Manufacturing Execution System, recipe management, yield analytics, automated material handling (FOUP), facility monitoring (BMS)

37 $2–3M

Safety & Security

Gas monitoring, FM-200 fire suppression, SCBA, CCTV, card access, EHS compliance, hazmat storage, ITAR-compliant restricted zones

Total Estimated Facility CAPEX
~$150M
Annual OPEX
$8‑15M
25–30 FTE · consumables · maintenance · utilities
Production Capacity

10–20 wafers per week · yielding 50–200+ packaged quantum photonic processors per week · first revenue within 12–18 months of facility commissioning

Sovereign manufacturing US-built. US-owned. Zero IP exposure.
Tax Advantage Strategy

Texas Opportunity Zone + federal incentives

Why Texas

Layered incentive stack worth $30–50M+ in tax savings

By locating the pilot fab in a Texas Qualified Opportunity Zone, QLT can layer federal and state tax programs to reduce effective facility cost by 20–35%. Texas has 628 designated OZ tracts across 145 counties — including census tracts adjacent to Samsung (Taylor/Austin), Texas Instruments (Dallas/Richardson), and established semiconductor corridors near San Antonio.

Texas also has no state income tax, no state capital gains tax, and an active semiconductor-specific incentive ecosystem established by the Texas CHIPS Act (HB 5174) and the Texas Quantum Initiative (HB 4751).

Federal · Opportunity Zone 2.0

Tax-free appreciation on 10-year hold

  • Capital gains invested in a Qualified Opportunity Fund (QOF) are deferred for 5 years
  • 10% basis step-up after 5 years (30% for qualified rural OZ funds)
  • All appreciation on the QOF investment is 100% tax-free if held 10+ years
  • Program made permanent by the 2025 "One Big Beautiful Bill Act" — OZ 2.0 effective Jan 1, 2027
  • On a $150M pilot facility, 10-year tax-free appreciation could shelter tens of millions in gains
Texas · JETI Act

Property tax abatement + 25% OZ bonus

  • 10-year limitation on school district M&O appraised value (50% abatement)
  • Additional 25% bonus abatement for projects in Qualified Opportunity Zones
  • Effective 75% school property tax reduction for 10 years in an OZ
  • Eligibility: advanced manufacturing with $20–200M investment + 10–75 jobs (by county)
  • Must pay 110% county average wage and provide health benefits
Texas · CHIPS Act Grants

Semiconductor Innovation Fund (TSIF)

  • Texas Semiconductor Innovation Fund provides grants for in-state R&D and manufacturing
  • Federal CHIPS Act provides direct subsidies for domestic semiconductor manufacturing
  • Texas Enterprise Fund available as "deal-closing" grant for projects competing with out-of-state locations
  • Sales and use tax exemptions on manufacturing equipment purchases
Tax Savings Model

Estimated incentive value on $150M pilot fab

Incentive ProgramMechanismEstimated 10-Year Value
Federal Opportunity Zone 2.0 Capital gains deferral + tax-free appreciation after 10yr hold + 10% basis step-up at 5yr $10‑25M+ (depends on appreciation)
Texas JETI Act (base) 50% school district M&O property tax abatement for 10 years $5‑12M
Texas JETI OZ Bonus Additional 25% abatement for OZ-located projects (total 75%) $3‑6M
Texas Sales Tax Exemption Manufacturing equipment exempt from 6.25% state + local sales tax $5‑8M
Federal CHIPS Act Grants Direct subsidies for domestic semiconductor manufacturing $5‑15M+ (application-dependent)
Texas Enterprise Fund "Deal-closing" discretionary grant from Governor's office $1‑5M
No State Income / Capital Gains Tax Texas has zero state income tax and zero capital gains tax Ongoing (structural savings)
Total Estimated Incentive Value $30–70M+ over 10 years

Tax incentive estimates are preliminary and subject to qualification, application, and regulatory processes. Consult tax and legal advisors for specific investment guidance.

Vertical integration The facility that builds the chip that powers the infrastructure
Strategic Rationale

Why QLT builds its own fab

IP Security

Absolute process control

The ODR overlay, proprietary all-optical switch integration, and advanced waveguide processing are QLT's core differentiators. In-house fabrication eliminates IP exposure risk entirely. No encrypted GDS, no NDAs, no split manufacturing — full physical custody of every wafer.

Iteration Speed

Weeks, not months

External foundry cycles take 3–6 months per run. An in-house fab reduces prototype iteration to 2–4 weeks — critical for tuning ODR conversion efficiency, proprietary switch geometry, and process window optimization during development.

Defense Readiness

US-sovereign manufacturing

Defense and intelligence customers require ITAR-compliant, US-based fabrication. A domestic fab qualifies QLT hardware for DoD Trusted Foundry programs, SBIR/STTR partnerships, and classified quantum applications that require full chain-of-custody.

Vertical Integration

From wafer to packaged product

The facility covers the full stack: lithography, etch, deposition, post-processing, packaging, fiber-attach, test, and qualification. No dependency on external assembly houses or packaging vendors for the complete product.

Foundry Services

Revenue from excess capacity

Excess fab capacity can serve external customers as a US-based photonic foundry — filling an unmet market need for domestic SiN fabrication with advanced integration capabilities. This mirrors Infinera's strategy of vertical integration as a competitive moat.

Tax Optimization

$30–70M+ in captured incentives

Texas OZ location + JETI Act + CHIPS Act + sales tax exemptions + zero state income tax compounds to reduce effective facility cost by 20–35%, making the $150M Series A investment comparable to a $100M facility in tax-advantaged terms.

Now: Prototype Phase

42-week plan to first silicon

The immediate path uses commercial foundry runs while building proprietary post-processing capability in parallel.

Weeks 1–6

Design & Layout

PIC design, DRC verification, mask layout review using the universal checklist, MPW submission to Ligentec AN350.

Weeks 6–18

Foundry Fabrication

Split-fab across multiple foundries (Ligentec, AIM Photonics, imec) with encrypted partial GDS. No single vendor sees the full design. In parallel: set up NDA-controlled clean environment for ODR overlay and final assembly.

Weeks 18–26

Post-Processing & Assembly

In-house ODR overlay (proprietary waveguide processing), all-optical switch integration, die singulation, facet polishing, and micro-assembly.

Weeks 26–34

Packaging & Fiber Attach

Wire bonding, fiber alignment, encapsulation, lid sealing, and initial electrical/optical verification.

Weeks 34–42

Test & Validation

Full integrated test plan: waveguide loss, ODR conversion efficiency, all-optical switch timing, MZI fidelity, and first quantum herald measurements.

Seed Budget: $25M — 5 Strategic Seats × $5M

Two-pillar investment structure

Pillar 1 — Prototype ($5M / 20%)
  • Split-fab MPW runs (Ligentec, AIM, imec): $1M
  • Multi-foundry IP protection (encrypted GDS): $1.2M
  • Patent prosecution (34+ filings): $1M
  • R&D + simulation (Lumerical, Ansys): $800K
  • Team + ops (3–5 FTE, 12 months): $1M
Pillar 2 — IP Expansion ($20M / 80%)
  • Patent portfolio expansion (60+ families): $8M
  • International protection (7 jurisdictions): $5M
  • Defensive litigation & enforcement: $5M
  • Trade secret & data infrastructure: $2M
Documentation Ready

Complete manufacturing stack

QLT has prepared: fabrication-ready build schematic (AN350), 42-week GANTT chart, process traveler and test plan, mask layout checklist, foundry selection workflow, proprietary switch integration protocol, and full equipment procurement checklists.

Investment Opportunity

Discuss the manufacturing strategy and facility investment

QLT is seeking partners and investors who understand US-sovereign quantum hardware manufacturing. The Texas Opportunity Zone strategy creates a structural tax advantage that amplifies every dollar invested.