Technology

SEALSQ Stock Soars on US Defense PQC Chip Partnership

Collaboration with Trusted Semiconductor Solutions aims to develop 'Made in US' post-quantum cryptography for government agencies, addressing emerging national security threats.

SEALSQ Corp (NASDAQ: LAES), a Swiss provider of cybersecurity and semiconductor solutions, saw its shares surge Thursday after announcing a pivotal strategic partnership with Trusted Semiconductor Solutions (TSS). The collaboration is set to develop and produce 'Made in US' post-quantum cryptography (PQC) semiconductor solutions aimed squarely at protecting U.S. defense and government agencies from emerging digital threats.

The deal addresses the growing national security concern that future quantum computers could break current encryption standards, rendering sensitive government and military data vulnerable. By partnering with TSS, which holds a Category 1A Trusted accreditation for handling critical microelectronics, .

This initiative leverages SEALSQ's expertise in quantum-resistant technology, particularly its Quantum Shield QS7001 secure element, with TSS's deep-rooted relationships within the U.S. defense sector. The collaboration aims to provide hardware with the highest levels of security certification, a critical requirement for agencies handling classified information.

According to the announcement, the partnership will unfold in three phases. The short-term goal involves integrating SEALSQ’s existing secure elements with TSS platforms. The mid-term objective is the co-development of PQC-embedded integrated circuits designed to meet stringent FIPS 140-3 and Common Criteria certifications. , such as advanced Chiplet-based Hardware Security Modules (CHSMs).

Investor reaction was overwhelmingly positive, with LAES shares trading significantly higher on the news. The move is a key part of SEALSQ's 'Quantum Corridor' strategy, which seeks to bridge its innovation hubs in Europe and the United States to secure digital infrastructures against future threats. during the upcoming Quantum + AI Conference in New York, further cementing the strategic importance of this alliance in the rapidly evolving cybersecurity landscape.