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].

Key Takeaways LSCC benefits from compliance-led PQC adoption as NIST standards push secure hardware refresh cycles.MCHP aims mandated migration with crypto-agile MCUs, FPGAs and secure hardware for long-lifecycle customers.STM advances PQC via crypto-agile hardware and libraries across automotive, industrial and IoT markets.In 2026, post-quantum cryptography (PQC) stands out as one of the most investable segments of the broader quantum ecosystem, not because of hype or distant technological breakthroughs, b ...

WISeKey to ConnectWISeRobot.CH to the WISeSat.Space Constellation protected by SEALSQ Post-Quantum Cryptography; The Robot PoC will be showcased at WISeKEY’s CEO Carlos Moreira’s next public appearance in France at Tech & Fest Video link is available at https://youtube.com/shorts/XsVQlcDtfTQ Geneva, Switzerland — February 3, 2026 –WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces that during the next WISeSat ...

WISeSat.Space Brought Together Global Thought-Leaders to Davos to Address Quantum Security in Space Watch the entire roundtable discussion here: https://youtu.be/YDKj1nxbPdo Davos, Switzerland – January 30, 2026 – WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announced that during its Quantum Security Space Roundtable, held as part of the WISeKey Davos 2026 program, brought together thought-leaders from a variety ...

Silicom Connectivity Solutions AI Inference Post-Quantum Security White-Label Switching Venture Upside. Public Access. Investor Presentation January 29, 2026 Venture Upside. Public Access. Silicom: An Established Public Company with Startup-Like Upside Positioned to deliver venture-style upside across AI inference, post-quantum cybersecurity, and white-labelswitching markets 20 Built on 20+ years of IP, engineering excellence, and execution at scale Safe Harbor Guidelines & Legal Notes The information prese ...

Core Business Performance - Silicom Ltd. reported a revenue of $16.9 million for Q4 2025, marking a 17% increase from $14.5 million in Q4 2024 [2] - For the full year 2025, revenues reached $61.9 million, a 7% increase compared to $58.1 million in 2024 [3] Financial Results - On a GAAP basis, the net loss for Q4 2025 was $2.5 million, or $0.44 per share, an improvement from a net loss of $6.1 million, or $1.05 per share, in Q4 2024 [2] - The full year 2025 net loss on a GAAP basis was $11.5 million, or $2.01 per share, compared to a loss of $13.7 million, or $2.28 per share, in 2024 [4] - Non-GAAP net loss for Q4 2025 was $1.9 million, or $0.34 per share, down from $5.1 million, or $0.87 per share, in Q4 2024 [3] Future Guidance - Management projects Q1 2026 revenues to be between $16.5 million and $17.5 million, indicating an 18% year-over-year growth in the mid-range of guidance [5] - The company expects to achieve double-digit annual growth in 2026 [5] Management Comments - The President and CEO highlighted better-than-projected growth for 2025, with a 17% year-over-year growth in Q4 and 8 new Design Wins during the year [6] - The company is focusing on three major market shifts: AI Inference, Post-Quantum Cryptography, and White-Label Switching, which are expected to provide significant growth opportunities [6][12] Market Opportunities - The AI Inference market is projected to exceed $80 billion by 2030, with Silicom's networking solutions positioned to capitalize on this growth [6] - The Post-Quantum Cryptography market is expected to grow to over $3 billion by 2030, with Silicom being a key provider of hardware-based solutions [12] - The White-Label Switching market is anticipated to disrupt a $6 billion market, with Silicom already engaged with leading customers [12] Company Positioning - Silicom is recognized as a provider of high-performance networking and data infrastructure solutions, serving critical technologies in various sectors [13] - The company has a strong balance sheet, enabling it to invest in growth while maintaining a conservative financial profile [7]

LONDON, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Arqit (Nasdaq: ARQQ, ARQQW), a global leader in quantum-safe encryption, today announced the full commercial launch of Encryption Intelligence (EI), a product that delivers a complete cryptographic inventory, alongside continuous discovery and risk prioritisation to help enterprises plan and execute migration to post-quantum cryptography (PQC) efficiently and with minimal disruption. Migration to quantum-safe encryption will be the biggest IT transformation of the c ...

Calgary, Alberta--(Newsfile Corp. - January 22, 2026) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company") is pleased to announce the appointment of Brian Beveridge to the strategic dual role of Director of Post-Quantum Cybersecurity and Partnerships.Mr. Beveridge joins SuperQ following a distinguished career as a Partner at MNP, one of Canada's largest national accounting, tax, and business consulting firms. With over 30 years of experience i ...

Core Viewpoint - SEALSQ Corp has signed a Non-binding Memorandum of Understanding (MoU) with the Government of Gujarat and Kaynes SemiCon to establish India's first Secure Semiconductor Design, Test, and Personalization Center focused on post-quantum cryptography technologies [1][2]. Group 1: MoU Details - The MoU was signed in the presence of the Deputy Chief Minister of Gujarat, highlighting the state's commitment to becoming a global hub for advanced semiconductor manufacturing [2]. - The proposed center will be located at Kaynes SemiCon's manufacturing campus in Sanand, Gujarat, with an annual production capacity of up to 300 million post-quantum secure semiconductors [3]. - The collaboration aims to build a trusted onshore semiconductor ecosystem aligned with India's national security and regulatory requirements [4]. Group 2: Strategic Objectives - The MoU formalizes the parties' intent to cooperate on establishing a secure semiconductor platform in India, focusing on onshore semiconductor personalization and post-quantum cryptography [5]. - A joint venture company, tentatively named SEALKAYNESQ Ltd, will be established to secure semiconductor design, testing, and personalization [6]. - The initiative aims to create an Outsourced Semiconductor Test and Personalization (OSTP) facility that will enable advanced capabilities such as secure personalization and cryptographic key injection [6]. Group 3: Financial and Operational Support - The OSTP center is expected to receive financial support through government incentives, private sector investment, and direct investment from SEALSQ, reflecting a public-private partnership model [7]. - The collaboration aims to enable localized deployment of quantum-resistant secure processors and reduce reliance on offshore supply chains [9]. - The project aligns with national initiatives such as the India Semiconductor Mission and Make in India, enhancing India's strategic autonomy in the semiconductor supply chain [9]. Group 4: Technological Focus - SEALSQ specializes in Post-Quantum Technology hardware and software solutions, integrating semiconductors and Public Key Infrastructure (PKI) to address security challenges posed by quantum computing [11]. - The company is developing Post-Quantum Semiconductors designed to protect sensitive data across various applications, including defense and healthcare [12].

Core Viewpoint - SEALSQ Corp is positioned as a leader in post-quantum semiconductor and cryptographic security technologies, emphasizing the urgent need for quantum-safe technologies to protect critical infrastructure and sensitive data in light of the launch of the "Year of Quantum Security 2026" [1][3][6] Group 1: Company Initiatives - The launch of "Year of Quantum Security 2026" in Washington, D.C. highlights the need for coordinated global strategies to address risks from quantum computing [1][6] - SEALSQ has been preparing for the need to secure long-lived data and critical infrastructure against quantum-enabled threats [2][6] - The company has partnered with Trusted Semiconductor Solutions to supply post-quantum-ready semiconductor platforms to U.S. government and enterprise customers [4][5] Group 2: Technology and Products - SEALSQ's products include secure microcontrollers and chips with quantum-resistant cryptographic algorithms, designed to protect against harvest-now-decrypt-later attacks [4][9] - The company is expanding its roadmap to include next-generation quantum-enabled infrastructure, focusing on the protection of quantum processors and secure provisioning of quantum networks [5][9] - SEALSQ's technology integrates semiconductors, PKI, and provisioning services, addressing security challenges posed by quantum computing [8][9] Group 3: Industry Context - The launch of YQS2026 underscores the risks of fragmented national approaches and delayed planning in quantum-safe migration, which is a multi-year journey [6][7] - As global governments and industries transition from awareness to action, SEALSQ is prepared to support partners with technologies that secure critical infrastructure and digital identity [7][8]