Core Insights - SEALSQ Corp and Trusted Semiconductor Solutions (TSS) have announced a strategic partnership to co-develop "Made in US" Post-Quantum Cryptography (PQC)-enabled secure semiconductor solutions tailored for US defense and government agencies [1][2][3] Group 1: Partnership Overview - The collaboration aims to leverage TSS's established relationships within the US defense ecosystem to enhance SEALSQ's presence and accelerate access to sensitive national-security markets [2] - TSS will serve as a customer interface to US Agencies, ensuring compliance with Department of Defense (DoD) and federal requirements while utilizing SEALSQ's quantum-resistant silicon developments [2][3] Group 2: Roadmap and Strategic Goals - The partnership outlines a three-phase roadmap for development, focusing on immediate, mid-term, and long-term goals [3][6] - Short-term goals include a PQC-enabled solution combining SEALSQ's QS7001 secure element with TSS's trusted semiconductor platforms [6] - Mid-term objectives involve co-developing "Made in US" PQC-embedded integrated circuits (ICs) targeting specific certifications [6] - Long-term plans include developing next-generation secure architectures, such as Chiplet-based Hardware Security Modules (CHSMs) [6] Group 3: Industry Context and Importance - SEALSQ is recognized as a leader in Post-Quantum Technology, integrating semiconductors with advanced cryptographic solutions to address security challenges posed by quantum computing [5][6] - The partnership reinforces SEALSQ's "Quantum Corridor" initiative, linking innovation hubs across Europe and the US to secure digital infrastructures in a post-quantum world [4]

Core Insights - SEALSQ Corp focuses on developing and selling semiconductors, PKI, and post-quantum technology products, announcing preliminary financial metrics for the nine-month period ending September 30, 2025, and reaffirming its revenue guidance for FY 2025 and growth outlook for 2026 and beyond [1] Financial Metrics - Preliminary unaudited revenue for 9M 2025 is $9.9 million, reflecting a 41% year-on-year growth, with $5.1 million generated in Q3 2025 compared to $7.0 million in the same period last year [7] - Full-year revenue guidance for 2025 is projected between $17.5 million and $20.0 million, indicating a growth of 59% to 82% year-on-year [6][7] Operational Milestones - The third quarter of 2025 revenue surpassed total revenue for the first half of the year, with expectations for Q4 2025 revenues to be between $7.6 million and $10.1 million [4] - The acquisition of IC'ALPS in August 2025 contributed $1.3 million to revenue for the 9M 2025 period, enhancing SEALSQ's capabilities in custom chip and IP development [8] Growth Catalysts - The launch of Quantum Shield QS7001™ and QVault™ TPM solutions in 2026 is expected to drive growth, alongside the consolidation of IC'ALPS results and new partnerships [4][6] - The company anticipates continued revenue acceleration in 2026, with expected growth between 50% to 100% driven by new PQC chip launches and the Quantix Edge project [7] Strategic Initiatives - SEALSQ is advancing its Quantum Corridor initiative, expanding projects in India, UAE, and Brazil to strengthen regional PQC infrastructure [16][17] - The company is also developing post-quantum solutions for secure space communications through its investment in WISeSat.Space, which includes a constellation of 22 satellites [11][15] Market Positioning - SEALSQ's PQC chip portfolio is designed for critical sectors such as defense, IoT, and automotive, providing robust protection against emerging quantum threats [18][20] - The company is positioned as a leader in the post-quantum technology space, with a strong focus on compliance with national security standards and the development of quantum-resistant cryptography [10][19]

Core Insights - SEALSQ Corp is participating in the 10 Horasis Global Summit in São Paulo, Brazil, from October 7-9, 2025, focusing on AI and Quantum Computing [2][3][6] - The summit aims to address global challenges through cooperation, emphasizing the need for collaboration in the face of economic, geopolitical, and climate issues [3][5] - SEALSQ's CEO, Carlos Moreira, will discuss the implications of AI and quantum technologies on various sectors, advocating for ethical frameworks and international collaboration [6][7] Company Overview - SEALSQ specializes in developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [2][9] - The company is pioneering post-quantum semiconductors designed to protect sensitive data against emerging quantum threats, integrating quantum-resistant cryptography into its solutions [9][10][11] - SEALSQ is evaluating locations in Brazil for a Post-Quantum Semiconductor Personalization Center, aiming to enhance local semiconductor innovation and secure digital infrastructure [7][8] Industry Context - The Horasis Global Summit serves as a platform for leaders to propose solutions to pressing global challenges, reinforcing the importance of technological advancements aligned with human values [4][8] - The event highlights the transformative potential of AI and quantum computing, while also addressing the risks of inequality and geopolitical tensions that may arise from these technologies [6][7]

Core Viewpoint - SEALSQ Corp has entered into an agreement with institutional investors to exercise 15 million outstanding Class A Black Scholes Warrants, raising approximately $69 million for the company [1][2]. Group 1: Warrant Exercise and Financial Implications - The investors will exercise the entirety of the 15 million existing warrants at an exercise price of $4.60 per share, resulting in gross proceeds of about $69 million before expenses [1][2]. - In exchange for the immediate exercise of the existing warrants, the investors will receive new Class C Warrants to purchase up to 26.25 million ordinary shares at an exercise price of $5.10 per share, expiring seven years from the issuance date [3]. Group 2: Company Background and Technology Focus - SEALSQ is focused on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products, emphasizing quantum-resistant cryptography to address security challenges posed by quantum computing [7][8]. - The company is pioneering post-quantum semiconductors designed to protect sensitive data across various applications, including multi-factor authentication, healthcare systems, and industrial automation [8].

Core Viewpoint - Quantum computing stocks experienced significant gains, indicating growing investor interest and confidence in the sector [1] Group 1: Stock Performance - Quantum Computing (QUBT.US) surged over 25% - Quantum Machines (QMCO.US) increased by more than 10% - D-Wave Quantum (QBTS.US) rose by over 9% - Rigetti Computing (RGTI.US) and SEALSQ Corp (LAES.US) both saw gains exceeding 8% [1] Group 2: Company Developments - On September 30, Rigetti announced the procurement of two Novera quantum computing systems - The total value of the orders is approximately $5.7 million - This development is seen as a positive signal for a research-focused company, suggesting that quantum technology is moving beyond the experimental phase [1]

Core Insights - SEALSQ Corp is set to unveil its next-generation chip, the Quantum Shield QS7001, at the IQT Quantum + AI Summit in New York City, scheduled for mid-November 2025 [2][7] - The CEO, Carlos Moreira, will deliver a keynote speech focusing on the importance of quantum-resistant security in the era of quantum computing and artificial intelligence [4][6] - The company emphasizes the need for robust security measures to protect critical data and infrastructure from quantum threats, highlighting the integration of Post-Quantum Cryptography in their semiconductor solutions [11][10] Company Overview - SEALSQ specializes in developing and selling semiconductors, PKI, and Post-Quantum technology hardware and software products [4][9] - The company is recognized as a leading innovator in Post-Quantum Technology, aiming to address security challenges posed by advancing quantum computing [9][11] - SEALSQ's products are designed to safeguard sensitive data across various applications, including healthcare, defense, and industrial automation [11] Event Participation - The IQT Quantum + AI Summit will take place from October 19–21, 2025, where SEALSQ will participate in discussions with other industry leaders [5][8] - The keynote titled "AI Meets Quantum, Building Unbreakable Post-Quantum Security" will address global regulations and standards that are shaping the transition beyond classical cryptography [6][4]

Group 1 - Quantum computing and storage concept stocks in the US market saw a pre-market rise, with LAES, IONQ, and RGTI increasing by over 3% [1] - Western Digital experienced a rise of over 4%, while SanDisk Corp increased by nearly 3% and Seagate Technology rose by nearly 2% [1]

Core Viewpoint - WISeKey's subsidiaries SEALSQ and SEALCOIN AG are collaborating to enhance the security of AI agents against quantum computing threats by introducing post-quantum cryptography solutions [1][2][3] Group 1: Company Initiatives - SEALSQ is launching a suite of solutions that integrate post-quantum cryptography to protect AI operations from quantum attacks, utilizing NIST-recommended algorithms and secure element chips [2][8] - SEALCOIN AG is embedding quantum-resistant cryptography into its infrastructure, covering identity certificates, wallet authorizations, and smart contract execution [2][5] - The collaboration aims to ensure AI agents can operate securely across various sectors, including IoT, autonomous vehicles, and healthcare [2][9] Group 2: Educational Efforts - SEALCOIN AG has released an educational video series on Secure AI Agents, emphasizing the importance of cryptographic identity and trusted transactions for AI autonomy [3][4] - The series discusses the foundational principles of secure agent autonomy and the role of quantum-resilient infrastructure in maintaining trust and autonomy in AI systems [4][5] Group 3: Company Roles and Focus - SEALCOIN AG clarifies its role as a provider of infrastructure for AI agents rather than developing AI models or solutions, focusing on enabling secure and autonomous operations [5][6] - The company emphasizes its technology as essential building blocks for developers and enterprises to create meaningful AI applications [6][7] Group 4: Industry Context - The rise of quantum computing poses significant threats to current cryptographic systems, necessitating advancements in quantum-resistant technologies [2][8] - SEALSQ is at the forefront of developing post-quantum semiconductors to protect sensitive data across various applications, ensuring resilience against quantum threats [9][8]

Core Insights - WISeKey's subsidiaries SEALSQ and SEALCOIN AG are collaborating to enhance the security of AI agents against quantum computing threats by introducing post-quantum security solutions [1][2][3] Group 1: Company Initiatives - SEALSQ is launching a suite of solutions that integrate post-quantum cryptography (PQC) to protect AI operations from quantum attacks, utilizing NIST-recommended algorithms and secure element chips [2][8] - SEALCOIN AG is embedding quantum-resistant cryptography into its infrastructure, ensuring secure identity certificates, wallet authorizations, and smart contract executions [2][4] - The collaboration aims to future-proof AI agents, making them reliable even in the quantum era, as stated by WISeKey's CEO Carlos Moreira [3][4] Group 2: Educational Efforts - SEALCOIN AG has released an educational video series on Secure AI Agents, with the latest episode focusing on post-quantum security [3][4] - The series outlines the importance of cryptographic identity and secure transactions for AI agents, emphasizing the need for a secure infrastructure [4][5] Group 3: Technology Overview - SEALCOIN AG provides essential infrastructure for AI agents, including verifiable identity, cryptographic wallets, and decentralized execution capabilities [5][6] - SEALSQ specializes in post-quantum technology, developing semiconductors and cryptographic solutions to address security challenges posed by quantum computing [8][9] Group 4: Market Positioning - SEALCOIN AG clarifies its role as a provider of infrastructure rather than AI solutions, focusing on enabling secure and autonomous AI operations [5][6] - The company positions itself as a foundational technology provider, akin to supplying tools for developers to create secure AI applications [6][7]

Core Insights - SEALSQ Corp has announced a collaboration with SEALCOIN AG to develop solutions that protect AI agents from quantum computing threats, leveraging post-quantum cryptography and trusted semiconductor technologies [1][2][3] Group 1: Company Overview - SEALSQ focuses on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [1][10] - SEALCOIN AG is a subsidiary of WISeKey International Holding Ltd, concentrating on decentralized physical internet and the development of the SEALCOIN platform [1][8] - WISeKey is a global leader in cybersecurity, digital identity, and IoT solutions, with over 1.6 billion microchips deployed across various IoT sectors [8][9] Group 2: Technological Innovations - The collaboration aims to embed quantum-resistant cryptography into all layers of AI agent infrastructure, ensuring secure identity certificates, wallet authorizations, and smart contract execution [2] - SEALSQ's post-quantum secure AI framework integrates NIST-recommended PQC algorithms with secure element chips, providing robust identity and authentication [2][11] - The technology includes homomorphic encryption optimized for SEALSQ hardware, enabling confidential inference and trusted execution environments against both classical and quantum-level attacks [2][11] Group 3: Educational Initiatives - The announcement coincides with the release of Episode 6 in SEALCOIN AG's educational video series on Secure AI Agents, which discusses the importance of quantum-resilient infrastructure [3][4] - The series emphasizes the need for cryptographic identity and verifiable transactions to prevent spoofing and manipulation in AI agents [4] Group 4: Market Positioning - SEALCOIN AG clarifies its role as a provider of infrastructure for AI agents rather than developing AI models or solutions, focusing on enabling secure and autonomous operations [5][6] - The company positions itself as a foundational technology provider, akin to supplying essential tools for developers and enterprises to build secure AI applications [6]