Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

The quantum computing landscape has been experiencing gains in recent years with leading companies such as Google, Intel and IBM working tirelessly on making the technology a reality. Even though binary computers are still in use today and will continue to be in use in the future, the need for quantum computers has risen as a result of ever increasing data mining needs. As the world progresses towards automation across all if not most industries, the requirements of data centres continue to increase at an exponential pace, most probably leading to a scenario where binary computers may struggle to process data at required speeds. Enter quantum computers, which use a phenomenon known as a qubit.The technology is still in nascent stages and requires extremely cold temperatures in order to be made a reality (covered in our previous report, <a href="https://www.smartkarma.com/insights/cryogenic-memory-computers-from-deep-space" target="_blank" data-smartkarma-citation="insights:19453">Cryogenic Memory: Computers from Deep Space?</a>). However, it seems to be a viable solution for data centres and the like when processing all the big data analytics which only keep increasing alongside the widespread deployment of IoT.Computers aside, quantum rules are starting to be explored in more branches of IT. Three key concepts that are centred around quantum rules play a pivotal role in overcoming cybersecurity threats which are increasingly common in today’s online landscape.The first concept is superposition. The binary computers we use at present perform functions using bits. Simply put, bits are able to take on a state of either zero or one with the use of transistors in order to perform operations. Qubits on the other hand are able to be in a state of superposition where the qubit takes the state of both zero and one at the same time. The second concept, entanglement, is where two particles regardless of distance take on the same state once bound together. The third concept is ‘no-cloning’ theorem which states that a quantum particle’s information cannot be copied without changing its state, rendering a hack almost impossible. In this report, we look at some of the key trends to look forward to in the quantum IT landscape, centred around the aforementioned concepts.

The quantum computing landscape has been experiencing gains in recent years with leading companies such as Google, Intel and IBM working tirelessly on making the technology a reality. Even though binary computers are still in use today and will continue to be in use in the future, the need for quantum computers has risen as a result of ever increasing data mining needs. As the world progresses towards automation across all if not most industries, the requirements of data centres continue to increase at an exponential pace, most probably leading to a scenario where binary computers may struggle to process data at required speeds. Enter quantum computers, which use a phenomenon known as a qubit.The technology is still in nascent stages and requires extremely cold temperatures in order to be made a reality (covered in our previous report, Cryogenic Memory: Computers from Deep Space?). However, it seems to be a viable solution for data centres and the like when processing all the big data analytics which only keep increasing alongside the widespread deployment of IoT.Computers aside, quantum rules are starting to be explored in more branches of IT. Three key concepts that are centred around quantum rules play a pivotal role in overcoming cybersecurity threats which are increasingly common in today’s online landscape.The first concept is superposition. The binary computers we use at present perform functions using bits. Simply put, bits are able to take on a state of either zero or one with the use of transistors in order to perform operations. Qubits on the other hand are able to be in a state of superposition where the qubit takes the state of both zero and one at the same time. The second concept, entanglement, is where two particles regardless of distance take on the same state once bound together. The third concept is ‘no-cloning’ theorem which states that a quantum particle’s information cannot be copied without changing its state, rendering a hack almost impossible. In this report, we look at some of the key trends to look forward to in the quantum IT landscape, centred around the aforementioned concepts.

Quantum Computing: Trends to Look Out For