Core Viewpoint - Recent advancements in classical AI, such as Anthropic's Claude Opus 4.6, do not materially alter the quantum computing threat landscape or the requirements for quantum-secure cryptographic architectures [1][5]. Quantum Computing vs. Classical AI - Quantum computing operates on principles like superposition and entanglement, requiring scalable qubit architectures and fault-tolerant error correction, which are not addressed by classical AI advancements [3][4]. - Large language models, including Claude Opus 4.6, cannot execute quantum algorithms or undermine post-quantum cryptographic methods [4][5]. Security Architecture Implications - The quantum threat model remains unchanged, with the need for post-quantum cryptography and secure hardware components still essential for long-term digital trust [6][8]. - The deployment of advanced AI systems increases the urgency for quantum-secure infrastructure, as it expands the digital attack surface and accelerates vulnerability discovery [8][9]. Market Reactions and Industry Dynamics - Market reactions to AI announcements reflect disruptions in enterprise software rather than foundational security technology changes [7]. - The anticipated impacts of AI are primarily in automation and content generation, which do not apply to secure silicon and cryptographic hardware governed by physical constraints [7]. SEALSQ's Position and Offerings - SEALSQ is focused on developing post-quantum technology solutions, integrating semiconductors and PKI to address security challenges posed by quantum computing [10][11]. - The company is pioneering post-quantum semiconductors designed to protect sensitive data across various applications, ensuring resilience against quantum threats [12].

Core Insights - WISeKey International Holding Ltd and its subsidiary WISeSat have signed a commercial agreement with Latitude to assess the orbital launch of a secure IoT satellite constellation, aiming to deploy 100 satellites by 2029 to enhance global IoT connectivity and environmental monitoring [1][5][9] Group 1: Strategic Collaboration - The partnership with Latitude is aimed at developing the Zephyr Launcher, a small orbital rocket designed to meet the deployment needs of modern satellite constellations [3][4] - This collaboration is expected to provide a fast, controlled, and mission-compliant deployment that aligns with the stringent security requirements of critical IoT applications [4][11] Group 2: Market Demand and Technological Integration - There is a growing global demand for IoT connectivity for various applications, including environmental monitoring and critical infrastructure oversight, which WISeSat aims to address with its satellite constellation [2][12] - The satellites will incorporate WISeKey's core cybersecurity technologies, ensuring secure data transmission and robust protection for IoT communications [6][7] Group 3: Future Infrastructure Development - The agreement signifies a shift towards a new generation of digital infrastructure that integrates space, cybersecurity, and IoT, which is crucial for data protection in both enterprise and government sectors [6][9] - The collaboration is positioned to support essential applications, providing a sovereign and scalable response to the increasing connectivity needs globally [9][10]

Core Viewpoint - SEALSQ Corp is developing a vertically integrated sovereign root-to-quantum security platform to address the risks posed by quantum computing to critical systems, emphasizing the need for Europe to secure its digital and industrial infrastructures through sovereign technologies [3][4]. Group 1: Company Overview - SEALSQ Corp focuses on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [3]. - The company is recognized as a leading innovator in post-quantum technology solutions, integrating semiconductors and public key infrastructure with a focus on quantum-resistant cryptography [9][10]. Group 2: Technology and Development - The platform is designed as an end-to-end chain of trust, incorporating secure semiconductor design, post-quantum cryptography, and trusted provisioning [5]. - It features a hardware-embedded Root of Trust that ensures secure identity, boot processes, key generation, and resistance to attacks [5]. - SEALSQ integrates post-quantum cryptographic mechanisms optimized for embedded environments, allowing for cryptographic agility as standards evolve [6]. Group 3: Sovereign Connectivity - A key feature of the platform is its sovereign quantum connectivity, which connects quantum nodes via a proprietary quantum highway, ensuring secure interactions between quantum and classical systems [7]. - Each quantum node is cryptographically bound to a silicon Root of Trust, enhancing integrity and protection against supply-chain compromises [7]. Group 4: Lifecycle Security - The platform secures the entire lifecycle of devices, from manufacturing to decommissioning, ensuring long-term resilience and operational control [8]. - The CEO described the platform as a "sovereign digital aircraft carrier," highlighting its capability to secure critical systems and maintain strategic autonomy in the quantum era [8]. Group 5: Market Applications - SEALSQ's post-quantum semiconductors are designed to protect sensitive data across various applications, including multi-factor authentication, healthcare systems, defense, and industrial automation [11]. - By embedding post-quantum cryptography into semiconductor solutions, the company aims to safeguard critical systems against emerging quantum threats [11].

SEALSQ (LAES) Corp. announced that its French entities, SEALSQ France and IC’Alps, have significantly reinforced and expanded its footprint in France, now employing approximately 200 professionals working across strategic hubs in Toulouse, Aix-en-Provence, and Grenoble. The company said, “This expansion reflects SEALSQ’s long-term commitment to France, which has become a key center of excellence for secure semiconductors and post-quantum technologies.” Published first on TheFly – the ultimate source for ...

Meyreuil, France, Jan. 29, 2026 (GLOBE NEWSWIRE) -- France Consolidates Its Leading Role in Post-Quantum Semiconductors and European Quantum Sovereignty SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its French entities, SEALSQ France and IC’Alps (“SEALSQ France”), have significantly reinforced and expanded its footprint in France, now employing approx ...

Meyreuil, France, Jan. 28, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its French subsidiary SEALSQ France, will be showcasing its secure semiconductors and post-quantum cryptography at the Tech&Fest 2026 event alongside leading players in the European deeptech ecosystem. Building on a unique French industrial heritage and a s ...

Geneva, Switzerland, Jan. 27, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that it is redefining vertical integration in the quantum era by building a platform where trust begins, in silicon. Rather than developing quantum solutions in isolated layers of hardware, software, or connectivity, SEALSQ has designed a fully integrated arc ...

Geneva, Switzerland, Jan. 26, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) (“SEALSQ” or the “Company”), a global leader in semiconductors, PKI, and post-quantum cryptography (PQC) hardware and software solutions, today announced a live demonstration exploring its Post-Quantum Cryptography Robotic Concept during the Physical AI Roundtable held in Davos on the margins of the World Economic Forum Annual Meeting. The demonstration featured WISeRobot, developed in cooperation with its parent company WISe ...

Group 1 - SEALSQ Corp (NASDAQ:LAES) is recognized as one of the best quantum computing stocks to buy for 2026, with a focus on expanding its investment in quantum technologies [1][2] - The company has entered into a non-binding Memorandum of Understanding for exclusive negotiations to invest in Quobly SAS, aiming for a total investment of approximately $200 million for a majority stake [1][2] - SEALSQ Corp's quantum strategy is supported by a dedicated Quantum Fund designed to promote sovereign and secure quantum technologies across Europe [2] Group 2 - For FY 2025, SEALSQ Corp reported preliminary unaudited revenue of $18 million, with Q4 2025 revenue reaching $8 million, a significant increase from $4 million in the same quarter of the previous year [3] - The revenue growth is attributed to increased demand for traditional SEALSQ products and the consolidation of revenue from IC'ALPS following its acquisition on August 4, 2025 [3] - SEALSQ Corp is positioned as a leading innovator in Post-Quantum Technology hardware and software solutions [4]

Core Insights - The inauguration of the "Year of Quantum Security" at Davos signifies a major shift in global cybersecurity priorities, with quantum security becoming a dominant theme, surpassing the urgency of Artificial Intelligence discussions [1][2]. Group 1: Industry Context - Quantum computing poses a significant threat to current cryptographic standards, potentially rendering obsolete the systems that secure over 95% of global internet traffic, including RSA, Diffie-Hellman, and ECC [3]. - The "record now, decrypt later" threat indicates that adversaries are already collecting encrypted data for future decryption as quantum capabilities advance [3]. Group 2: Company Initiatives - SEALSQ and WISeKey presented deployable solutions for quantum security, including post-quantum secure semiconductors and new cryptographic methods embedded at the hardware level [4]. - The companies emphasized the need for immediate deployment of quantum-safe security solutions during high-profile discussions, including the CNBC Quantum Panel [5]. Group 3: Strategic Imperatives - The transition to quantum-resistant standards is critical for protecting digital trust and long-term data confidentiality, urging governments and enterprises to assess their vulnerabilities and sensitive data [7]. - Quantum security includes both Post-Quantum Cryptography and Quantum Key Distribution, with a strategic shift towards hybrid and fully quantum-resistant architectures becoming imperative [6]. Group 4: Company Overview - SEALSQ is focused on developing Post-Quantum Technology solutions, integrating semiconductors and PKI to address security challenges posed by quantum computing [8]. - The company is pioneering Post-Quantum Semiconductors designed to protect sensitive data across various applications, ensuring resilience against quantum threats [9].