LAES

Impact of Tariffs on SEALSQ: SEALSQ Corp confirms that its operations remain unaffected by the recent U.S. tariffs on imports, as semiconductors are exempt from these duties, allowing the company to continue its focus on post-quantum technology and secure microchips.

Future Growth Strategy: The company plans to invest in U.S.-centric growth by opening a domestic semiconductor personalization center, aligning with national security priorities and ensuring compliance with upcoming legal requirements for post-quantum cryptography.

Establishment of WISeSat España: WISeSat.Space has launched a new subsidiary, WISeSat España, in La Línea de la Concepción, Andalusia, to spearhead European space projects and create a fully European satellite connectivity solution aligned with the EU's IRIS² strategy.

Decentralized Innovation Model: The initiative aims to develop a decentralized network for technological innovation in Europe, focusing on secure nanosatellite manufacturing, quantum computing, and advanced communication technologies, while inviting collaboration from various sectors to enhance economic development.

Stock Performance: SEALSQ Corp's shares are down 8.77% to $2.60 amid broader tech sector challenges due to high inflation and tariff announcements.

Strategic Collaboration: SEALSQ has partnered with IC’ALPS to develop post-quantum secure ASICs for the automotive industry, enhancing safety and security in increasingly autonomous vehicles.

Strategic Collaboration Announcement: SEALSQ Corp has partnered with IC'ALPS to develop automotive ASICs that integrate post-quantum cryptography and functional safety mechanisms, enhancing security and compliance with ISO 26262 standards in vehicles.

Market Impact and Future Vision: This collaboration aims to address the growing complexity of automotive electronics by providing customized semiconductor solutions that ensure safety, reliability, and performance, paving the way for smarter and safer electric and autonomous vehicles.

SEALSQ Corp's New Chip Announcement: SEALSQ Corp is set to unveil its QS7001 Post-Quantum Secure Chip by the end of 2025, aimed at protecting blockchain infrastructures and cryptocurrency wallets from quantum computing threats, utilizing advanced cryptographic algorithms.

Financial Performance and Stock Update: Despite reporting a significant loss for the 2024 fiscal year, SEALSQ's sales exceeded analyst estimates, although they declined from the previous year; LAES shares are currently trading lower by 2.77%.

QS7001 Chip Certification: SEALSQ Corp has begun the certification process for its QS7001 Post-Quantum Secure Chip, designed to protect blockchain infrastructures from quantum computing threats, with a release expected in Q4 2025.

Integration with Blockchain Platforms: The QS7001 Chip will be integrated into blockchain platforms like Hedera and WeCan, enhancing their security against potential quantum attacks by utilizing NIST-compliant post-quantum cryptographic algorithms.

SEALSQ Securities Filing: SEALSQ has filed for a $500 million mixed securities shelf, indicating plans for potential fundraising or investment opportunities.

Strategic Acquisition: The company is set to acquire a 30% stake in WeCanGroup as part of a strategic deal, highlighting its focus on growth and partnerships in the tech sector.

Strategic Partnership: SEALSQ Corp has acquired a 30% equity stake in WeCanGroup to enhance blockchain-based security solutions, focusing on post-quantum cryptography and IoT security to protect against emerging cyber threats.

Innovative Solutions for Financial and IoT Security: The collaboration aims to develop advanced KYC, KYB, and KYO solutions integrated with quantum-resistant encryption, ensuring long-term cybersecurity resilience in the financial sector and IoT ecosystems.

Strategic Acquisition: SEALSQ Corp. has signed an agreement to acquire a 30% stake in WeCanGroup SA, focusing on enhancing blockchain-based security solutions in the Web 3.0 ecosystem, particularly for post-quantum cryptography and IoT security.

Technological Integration: The partnership will merge SEALSQ's post-quantum semiconductors with WeCanGroup's blockchain technologies to develop advanced KYC, KYB, and KYO solutions, aiming to improve cybersecurity resilience in financial sectors and protect against future cyber threats.

Financial Performance: SEALSQ Corp. reported a loss of 60 cents per share for the 2024 fiscal year, significantly worse than the previous year's loss of 21 cents, despite sales of $10.98 million exceeding analyst expectations but down from $30.05 million in 2023.

Future Outlook: The company anticipates significant revenue growth for the 2025 fiscal year driven by new chip revenue sources and expanded services, with CEO Carlos Moreira expressing confidence in their strong cash position and demand for quantum cybersecurity solutions.

Partnership Announcement: WISeKey's subsidiary SEALCOIN and WeCanGroup are collaborating to enhance secure device-to-device transactions and identity verification within the WeCanGroup ecosystem, particularly for banking, government, and defense sectors.

Integration of Technologies: The partnership will utilize SEALCOIN's blockchain-based IoT security and WeCanGroup's compliance solutions to create a new standard for verifying IoT devices, enabling high-trust transactions while ensuring regulatory compliance.

Financial Performance and Outlook: SEALSQ Corp reported a revenue of $11 million for FY 2024, down from $30 million in 2023, as it transitions to Quantum Resistant chips. The company anticipates significant growth in FY 2025 driven by new product launches and increased demand for post-quantum security solutions.

Strategic Initiatives and Investments: The company is executing a multi-faceted strategy that includes $7.2 million in R&D investments for 2025, plans for strategic acquisitions, and expansion into high-growth markets, aiming to strengthen its position in the post-quantum technology sector.

Partnership Announcement: WISeKey's subsidiary WISeSat has partnered with India's Skyroot Aerospace to enhance secure satellite communications, utilizing Skyroot's Vikram series launch vehicles for deploying next-generation satellites.

Strategic Importance: This collaboration aims to leverage India's growing space ecosystem and supports applications in cybersecurity, IoT, and environmental monitoring, marking a significant step towards establishing India as a global hub for satellite launches.

Financial Performance: SEALSQ reported a FY GAAP EPS of -$0.60 and revenue of $10.98 million, which is a 63.5% decline year-over-year, missing expectations by $0.02 million.

Future Outlook: The company anticipates growth in FY 2025 with significant R&D investments planned, confirmed bookings of $6.8 million, and a projected contract pipeline of $93 million from 2026 to 2028.

Event Announcement: SEALSQ Corp will host the third edition of Quantum Tech Days on May 12-13, 2025, at Hotel La Fregate, France, featuring industry experts discussing advancements in quantum computing and cybersecurity.

Company Focus: SEALSQ is a leader in Post-Quantum Technology, developing semiconductor solutions that integrate robust cryptography to protect sensitive data against future quantum threats across various industries.

Stock Market Overview: Stock futures dipped as investors anticipate the Federal Reserve's policy meeting, where interest rates are expected to remain unchanged.

Notable Stock Performances: Niu Technologies saw a 5% increase in shares after strong Q4 results, SEALSQ gained 8% due to advancements in quantum computing investments, and Norwegian Cruise Line rose 4% following an upgrade from JPMorgan despite ongoing demand concerns.

SEALSQ's Expansion Plans: SEALSQ is enhancing its quantum computing and AI capabilities through the SEALQUANTUM.com initiative, investing up to $20 million in startups focused on these technologies and semiconductor solutions. The company has also invested in ColibriTD for quantum accessibility and is pursuing an acquisition of IC ALPS SAS to strengthen its custom chip development.

Strategic Moves in Asia: SEALSQ is establishing a Post-Quantum Semiconductor Personalization Center in Singapore to enhance its supply chain and secure chip production, with plans for similar projects globally. LAES stock has received a Moderate Buy rating from analysts, indicating potential growth.

Investment in Quantum Computing: SEALSQ Corp has launched its SEALQUANTUM investment strategy, committing up to $20 million to support startups in quantum computing and AI-driven semiconductor technologies, with plans for additional investments by mid-2025.

Acquisition Talks and Stock Performance: The company is in exclusive discussions to acquire IC’ALPS SAS, a specialist in ASIC design, while its stock price rose by 13% following the announcement of its strategic initiatives.

Investment in Quantum Technologies: SEALSQ Corp has launched SEALQUANTUM.com, committing up to $20 million to invest in startups focused on quantum computing, Quantum-as-a-Service (QaaS), and AI-driven semiconductor technologies, with two investments already announced and more in negotiation.

Support for European Tech Ecosystem: The initiative aims to bolster Europe's technological capabilities amid global competition by fostering innovation in quantum security, AI, and semiconductor sectors, while also supporting young entrepreneurs in related fields.

Investment Strategy: SEALSQ has launched SEALQUANTUM.com, committing up to $20 million to invest in startups focused on Quantum Computing and AI technologies, with two investments already announced and more in negotiation.

Recent Developments: The company has invested in ColibriTD for quantum solutions integration and is in exclusive negotiations to acquire IC’ALPS, enhancing its ASIC development capabilities.