Carlos Moreira Presented SEALSQ’s Sovereign Root-to-Quantum Platform at Tech&Fest
Rhea-AI Summary
SEALSQ (NASDAQ: LAES) CEO Carlos Moreira presented a sovereign root-to-quantum security platform at Tech&Fest on February 4, 2026.
The platform combines a hardware-embedded Root of Trust in secure microcontrollers and TPM-class devices with post-quantum cryptography, trusted provisioning, lifecycle governance, and proprietary quantum-node connectivity to support European sovereign security for defense, aerospace, energy, and industrial systems.
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Negative
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Key Figures
Market Reality Check
Peers on Argus
Sector peers showed mixed performance, with several semiconductors like AIP (-7.16%) and CEVA (-2.91%) down, while SKYT rose (1.15%). Only one peer (LASR, -6.51%) appeared in momentum scans, moving down and without news, pointing to stock-specific rather than sector-driven dynamics for LAES.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 29 | France expansion | Positive | -5.9% | Announced French expansion to ~250 staff and >USD 250M total investments. |
| Jan 28 | Conference showcase | Positive | -3.6% | Planned Tech&Fest 2026 showcase and CEO talk on quantum cybersecurity. |
| Jan 27 | Quantum platform launch | Positive | +6.7% | Unveiled Quantum Highway platform and multi-country quantum corridor pilot. |
| Jan 26 | AI robotics demo | Positive | -9.3% | Demonstrated post-quantum secure WISeRobot concept at Davos Physical AI event. |
| Jan 23 | Quantum security launch | Positive | -5.0% | Launched “Year of Quantum Security” with post-quantum semiconductors and satellites. |
Recent quantum- and sovereignty-themed announcements often saw negative next-day moves despite constructive strategic messaging, with only one of five events showing a positive price alignment.
Over the past weeks, SEALSQ has repeatedly highlighted its quantum security strategy, from inaugurating the “Year of Quantum Security” on Jan 23 to unveiling the Quantum Highway on Jan 27 and expanding its French footprint with up to 200 staff. These moves underscore a push toward sovereign, post-quantum semiconductor and infrastructure leadership. However, most prior headlines with similar strategic tones saw negative 24-hour price reactions, suggesting investors have at times sold into quantum-related news even when it emphasized growth, investment, and technological progress.
Market Pulse Summary
This announcement underscores SEALSQ’s ambition to deliver a vertically integrated, sovereign root-to-quantum security platform, tying secure semiconductors, post-quantum cryptography, and quantum connectivity into a single chain of trust. Recent 6-K filings add context with 2025 revenue of $18 million, a 66% year-on-year increase, and cash above $425 million, supporting the roadmap. Historical news flow shows frequent quantum-focused initiatives, so investors may track how this platform translates into the $200 million pipeline and concrete commercial wins over time.
Key Terms
post-quantum cryptography medical
root of trust technical
digital signatures technical
AI-generated analysis. Not financial advice.
SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology ardware and software products, today announced that its CEO, Carlos Moreira, during his keynote at Tech&Fest (Progress Stage), presented the strategic vision and technical progress of a vertically integrated sovereign root-to-quantum security platform currently under development.
Addressing the accelerating risks posed by quantum computing to embedded and mission-critical systems, Mr. Moreira emphasized the urgency of preparing for Q-Day, the moment when quantum capabilities render today’s cryptography obsolete. He outlined Europe’s need to act decisively to secure its digital, industrial, defense, and space infrastructures through sovereign technologies.
The platform developed by SEALSQ is engineered as an end-to-end chain of trust, anchored in hardware and extending from secure semiconductor design to post-quantum cryptography, trusted provisioning, lifecycle governance, and quantum connectivity. At its foundation lies a hardware-embedded Root of Trust, integrated directly into secure microcontrollers, secure elements, and TPM-class devices. This silicon-level trust anchor ensures immutable identity, secure boot, protected key generation, and resistance to physical and logical attacks.
Building on this foundation, SEALSQ integrates post-quantum cryptographic mechanisms, including quantum-resistant key exchange, digital signatures, and hybrid cryptographic schemes, optimized for constrained embedded environments. The architecture enforces cryptographic agility, enabling secure transition as standards evolve and quantum threats mature.
A distinctive capability of the platform is its extension into sovereign quantum connectivity. SEALSQ’s platform connects quantum nodes along a proprietary quantum highway, enabling authenticated, hardware-anchored interaction between quantum systems and classical infrastructures. Each quantum node is cryptographically bound to a silicon Root of Trust, ensuring integrity, secure participation, and protection against rogue node insertion or supply-chain compromise.
The platform further secures the entire lifecycle of devices and systems, from manufacturing and personalization to deployment, operation, cryptographic updates, and decommissioning, ensuring long-term resilience and operational control over decades.
“This is not just a technology stack,” said Mr. Moreira. “It is a sovereign digital aircraft carrier, a defense-grade capability that allows Europe to project trust, secure its critical systems, and preserve strategic autonomy in the quantum era.”
By vertically integrating secure silicon, post-quantum cryptography, trusted manufacturing, and quantum-node connectivity, SEALSQ’s root-to-quantum platform positions Europe to protect defense, aerospace, space, energy, and industrial systems without reliance on non-sovereign technologies.
About SEALSQ:
SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable.
SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries.
For more information on our Post-Quantum Semiconductors and security solutions, please visit www.sealsq.com.
Forward-Looking Statements
This communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC.
SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise.
| SEALSQ Corp. Carlos Moreira Chairman & CEO Tel: +41 22 594 3000 info@sealsq.com | SEALSQ Investor Relations (US) The Equity Group Inc. Lena Cati Tel: +1 212 836-9611 lcati@theequitygroup.com |
FAQ
What did SEALSQ (LAES) announce about its root-to-quantum platform on February 4, 2026?
How does SEALSQ's hardware-embedded Root of Trust protect devices mentioned by LAES?
What post-quantum cryptographic features did SEALSQ describe for LAES's platform?
What is meant by SEALSQ's 'sovereign quantum connectivity' for LAES customers?
Which sectors did SEALSQ say could benefit from LAES's root-to-quantum platform?
