
ChinaTalk Quantum 201: US v China Quantum Industrial Base
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Apr 27, 2026 Constanza Vidal Bustamante, a policy researcher and author on quantum tech and supply chains, outlines components and chokepoints that will shape US–China competition. She discusses cryogenics and helium-3 scarcity, export-control effects and rapid Chinese manufacturing, lasers and reverse engineering, and why quantum’s industry looks more like biotech than semiconductors.
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Helium-3 And The Dilution Refrigerator Story
- Dilution refrigerators need helium-3 to reach millikelvin temperatures, and helium-3 supply is limited and highly regulated.
- The U.S. major source is tritium decay in the nuclear stockpile, while China rapidly scaled domestic refrigerator manufacturing and publications in recent years.
Export Controls Can Accelerate Local Development
- Export controls on dilution refrigerators likely accelerated China's domestic supply capability rather than permanently blocking access.
- Controls spurred local producers to build supply chains and rapidly increase publications and manufacturing efforts.
Fund Targeted Advanced R&D And Co-Design
- Fund targeted multi-year advanced R&D programs for cryogenics, lasers, and other enabling technologies rather than only basic research.
- Co-design enabling manufacturers with system integrators and end users to align requirements and accelerate usable products.

