LAES News & Events

SEALSQ (LAES) announced its collaboration with Lattice Semiconductor (LSCC) to integrate TPM-based advanced post-quantum security capabilities into select Lattice FPGA solutions. This collaboration addresses the rapidly growing need for quantum-resistant technologies in mission-critical applications for edge computing and other high-stakes environments. "This collaboration perfectly illustrates SEALSQ's strategy of extending our leadership in post-quantum security beyond direct OEM sales," said Bernard Vian, General Manager of SEALSQ. "We continue to deliver ready-to-deploy and custom secure chips directly to customers, while also leveraging our deep expertise in post-quantum hardware and flexible semiconductor design capabilities to empower strategic partners across the industry. Collaborating with Lattice allows us to bring our cutting-edge, tailored PQC protection to their FPGA platforms, accelerating the secure transition to quantum-resistant systems for a broad range of high-performance applications."

FY 2025 net loss is expected to be in range of $30 - 40 million, representing an increase in loss against the FY 2024 net loss of $21 million. The 2025 net loss includes further investment in our research & development, and sales & marketing efforts designed to accelerate growth with the launch of the new post-quantum semiconductor product range, increased operating expenses due to the consolidation of IC'ALPS since August 2025 as well as a non-cash Share Based Compensation charge of approximately $9 million. Carlos Moreira, CEO of SEALSQ, stated: "Our 66% revenue growth in 2025, combined with initial expectations of Q1 2026 revenue exceeding $4 million, mark a clear inflection point for SEALSQ. We are transitioning from a development and investment cycle into a structured commercial acceleration phase. With more than $425 million in cash, an estimated $200+ million of new potential revenue opportunities pipeline, and growing global demand for quantum-resistant infrastructure, SEALSQ is strategically positioned to become a cornerstone player in sovereign semiconductor and quantum-security ecosystems worldwide."

The company said, "SEALSQ has entered 2026 with clear commercial momentum. The Company remains focused on scaling production, accelerating post-quantum innovation, expanding global partnerships, and securing its role as a leader in the emerging quantum-security infrastructure market. Q1 2026 revenue is expected to exceed $4 million, representing a substantial increase of over 100% on Q1 2025 and signaling accelerated demand across our traditional product portfolios, as our pipeline continues to grow with opportunities. Specifically, the anticipated Q1 2026 growth reflects expected increased revenue from Vault-IC secure element technology increasing as more objects require Internet secure connections and the full-quarter consolidation of IC'ALPS. SEALSQ's outlook statements are based on current expectations. The Company believes the strong Q1 2026 start reinforces confidence in its previously communicated FY 2026 guidance with revenue growth expected to be between 50% to 100% year-over-year, which is supported by: A full-year consolidation of the revenue of IC'ALPS compared to five months in the current year; Continued growth in our current range of secure semiconductor products as well as entry into the Trusted Platform Module market; The commercialization of the QS7001 post-quantum and QVault TPM product range with first revenues anticipated for the latter part of 2026. The launch of a custom post-quantum enabled chip development with contractualization expected in the second half of 2026 reflecting our ability to deliver tailor made security integrated circuits; The anticipated adoption of Post-Quantum Cryptography as a reaction to the threat of quantum computing to traditional encryption methods; Growth in PKI subscription contracts as a result of multiple market trends including the growth in digital transactions, the increasing frequency and sophistication of cyberattacks and the growing adoption of cloud-based models and remote working; Initial revenues expected to be generated by SEALSQ from the Quantix Edge project and sovereign semiconductor initiatives."

Latest data shows the largest indicative borrow rate increases among liquid option names include: ARK Innovation ETF (ARKK) 7.73% +4.99, Defiance Daily Target 2X Long RGTI ETF (RGTX) 31.00% +1.81, Canopy Growth (CGC) 25.57% +0.70, DeFi Development Corp (DFDV) 18.56% +0.69, Anavex (AVXL) 3.99% +0.46, Serve Robotics Inc (SERV) 5.52% +0.40, - USA Rare Earth Inc (USAR) 9.93% +0.40, Sealsq Corp (LAES) 46.02% +0.34, Newmont Mining (NEM) 0.55% +0.30, and T-REX 2X LONG NVIDIA DAILY (NVDX) 9.89% +0.29.