周二，专注于量子半导体技术研发与商业化的SEALSQ Corp(LAES.US)股价走高，截至发稿，该股涨超 19%，报7.35美元。消息面上，SEALSQ Corp与瑞士领先的合规技术提供商Wecan Group SA达成战略合 作，共同开发Post-Quantum KYC(用于了解客户的智能解决方案)。据悉，此次合作旨在从数据收集到处 理的全过程保护客户隐私安全，以应对随着量子计算能力不断增强，未来可能出现的由国家级或恶意行 为者实施数据解密的潜在风险。双方计划通过技术融合，为金融行业的合规审查和身份验证环节建立抗 量子攻击级别的安全体系。 ...

智通财经APP获悉，周二，专注于量子半导体技术研发与商业化的SEALSQ Corp(LAES.US)股价走高， 截至发稿，该股涨超19%，报7.35美元。消息面上，SEALSQ Corp与瑞士领先的合规技术提供商Wecan Group SA达成战略合作，共同开发Post-Quantum KYC(用于了解客户的智能解决方案)。据悉，此次合作 旨在从数据收集到处理的全过程保护客户隐私安全，以应对随着量子计算能力不断增强，未来可能出现 的由国家级或恶意行为者实施数据解密的潜在风险。双方计划通过技术融合，为金融行业的合规审查和 身份验证环节建立抗量子攻击级别的安全体系。 ...

Core Insights - SEALSQ Corp and Wecan Group have announced a strategic collaboration to develop a Post-Quantum KYC solution aimed at securing client data against future quantum computing threats [2][3][4] - The partnership combines SEALSQ's post-quantum technology expertise with Wecan's compliance and secure data sharing capabilities, setting a new standard for data protection in the financial industry [3][5] Company Overview - SEALSQ specializes in post-quantum semiconductor technology, focusing on developing quantum-resistant cryptography and semiconductors to address security challenges posed by advancing quantum computing [7][8] - Wecan Group is a Swiss technology company that provides secure compliance and data-sharing solutions for regulated institutions, integrating digital onboarding, AI automation, and post-quantum security into its platform [6] Strategic Goals - The collaboration aims to enhance security and efficiency standards for financial institutions, ensuring they are prepared for current regulatory challenges and future quantum threats [5] - Both companies are committed to delivering innovative solutions that will improve client experiences through upcoming releases as part of Wecan's innovation roadmap [4]

Core Viewpoint - SEALSQ Corp is expanding its partnership with Landis+Gyr to implement its IneS Public Key Infrastructure (PKI) solution for enhancing cybersecurity in electric and gas smart grid devices in North America [1][2][6] Group 1: Partnership and Implementation - SEALSQ's PKI solution will add digital certificates for electric and gas metering devices during manufacturing, similar to previous projects in Asia and Europe [2] - The collaboration includes securing 30 million utility meters for TEPCO in Japan and providing VaultIC secure microcontrollers for over one million gas meters annually in the UK [2] - This partnership aims to ensure compliance with cybersecurity requirements and enhance Landis+Gyr's end-to-end security for grid edge devices [2][6] Group 2: Security and Technology - As edge sensors and meters interact with more devices, the need for robust security measures increases to address potential threats [3] - Landis+Gyr's intelligent grid edge devices utilize end-to-end data encryption for secure communication across networks and devices [3] - SEALSQ's IneS PKI solution supports offline, distributed, and as-a-Service models, enabling secure provisioning and credential management for IoT devices without constant connectivity [4][6] Group 3: Future Outlook - SEALSQ is committed to helping Landis+Gyr meet stringent cybersecurity standards and is developing next-generation quantum-resistant chips and PKI services [7] - The company emphasizes its role in pioneering digital security solutions to navigate the future post-quantum transition [7][10] - Landis+Gyr has a strong history in energy management, having enabled 9 million tons of CO2 savings in FY 2024, with sales of USD 1.7 billion [8]

Core Insights - Quantum computing stocks experienced significant gains on Thursday, with SEALSQ Corp rising over 19%, Rigetti Computing increasing by more than 6%, and D-Wave Quantum up by over 1.5% [1] Company Performance - SEALSQ Corp (LAES.US) saw a price increase of over 19%, indicating strong market interest and potential investor confidence [1] - Rigetti Computing (RGTI.US) rose by more than 6%, approaching historical highs, suggesting a positive trend in its stock performance [1] - D-Wave Quantum (QBTS.US) experienced a gain of over 1.5%, reflecting a stable interest in its offerings within the quantum computing sector [1]

Core Viewpoint - Quantum computing stocks experienced significant intraday gains, indicating strong market interest and potential bullish sentiment in the sector [1] Group 1: Stock Performance - SEALSQ Corp (LAES.US) surged over 19%, approaching historical highs [1] - Rigetti Computing (RGTI.US) increased by more than 6%, nearing its historical peak [1] - D-Wave Quantum (QBTS.US) saw a rise of over 1.5% [1]

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].