SEALSQ and Quobly Sign $5 Million Commercial Agreement to Integrate Post-Quantum Security into Next-Generation Silicon Quantum Computing Platforms
Rhea-AI Summary
SEALSQ (NASDAQ: LAES) and Quobly signed a $5 million commercial agreement under which Quobly will integrate SEALSQ’s post-quantum security technologies, secure semiconductors and engineering services into its silicon-based quantum computing platforms. The deal follows their November 2025 strategic collaboration and SEALSQ’s prior strategic investment in Quobly, marking a shift to commercial deployment.
SEALSQ will supply a portfolio including Cryo CMOS ASICs for quantum architectures, post-quantum secure semiconductor designs, hardware-based Root-of-Trust, quantum-resistant cryptography, secure identity and authentication, quantum-resistant PKI and integration services. The companies aim to embed cybersecurity at the hardware level for scalable quantum computing and contribute to a secure, sovereign European quantum ecosystem.
Positive
- $5 million commercial agreement moves collaboration with Quobly into revenue-generating deployment
- SEALSQ technologies to be integrated across Quobly’s scalable silicon quantum computing roadmap
- Agreement aligns with SEALSQ strategy to monetize post-quantum semiconductors and Root-of-Trust portfolio
Negative
- None.
News Market Reaction – LAES
In the Jul 10 session, LAES declined 2.44%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jul 08 | strategic partnership | Neutral | +1.4% | MoU with GlobalFoundries on secure PQC semiconductor and quantum technologies. |
| Jul 06 | preliminary results | Neutral | -6.7% | Preliminary H1 2026 revenue update and reaffirmed FY 2026 guidance range. |
| Jul 06 | strategy update | Neutral | -1.0% | PQC Readiness Strategy focused on post-quantum cybersecurity demand capture. |
| Jul 01 | strategy update | Neutral | -1.6% | Roadmap to embed post-quantum security into next-gen automotive electronics. |
| Jun 25 | spac transaction | Neutral | -1.9% | Quantisimo SPV and LOI with GigCapital8 for quantum platform combination. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent headlines have drawn generally modest to negative next-day moves, suggesting the stock’s reactions to news have been mixed and not consistently upbeat even on strategically important updates.
Key Terms
post-quantum security technical
cryo cmos asic technical
root-of-trust technical
pki technical
post-quantum cryptographic technical
trusted execution environments technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Geneva, Switzerland & Grenoble, France, July 10, 2026 (GLOBE NEWSWIRE) -- 
Agreement Marks the Commercialization Phase of the Strategic Collaboration Between SEALSQ and Quobly and Advances the Development of Secure, Sovereign and Scalable Quantum Computing Infrastructure
July 10, 2026 -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, and Quobly, a pioneer in silicon based quantum computing, today announced the signing of a
The agreement represents a significant milestone in the strategic collaboration announced by the two companies in November 2025 and follows SEALSQ's strategic investment in Quobly. It marks the transition from strategic collaboration to commercial deployment as Quobly accelerates the industrialization and commercialization of its silicon-based quantum computing platform following its recent
Under the agreement, SEALSQ will provide Quobly with a portfolio of post-quantum security technologies designed to protect the hardware, control systems, communications infrastructure and trusted execution environments required by next-generation quantum computing platforms.
The collaboration is expected to include the integration and deployment of SEALSQ’s quantum-resistant technologies, including:
- Cryo CMOS ASIC for quantum computing architecture
- Post-quantum secure semiconductor architectures and secure elements
- Hardware-based Root-of-Trust technologies designed to authenticate quantum computing infrastructure and connected systems;
- Post-quantum cryptographic technologies based on standardized quantum-resistant algorithms;
- Secure identity and authentication technologies for quantum processors, control electronics and distributed quantum computing infrastructure;
- Quantum-resistant PKI and trusted provisioning technologies;
- Engineering, integration and security architecture services supporting the development of secure and scalable quantum computing platforms.
The commercial agreement combines Quobly’s CMOS-compatible silicon spin qubit technology and scalable quantum processor architecture with SEALSQ’s post-quantum semiconductor technologies and hardware-based Root-of-Trust infrastructure.
The objective is to develop quantum computing systems in which cybersecurity is integrated directly into the hardware architecture from the earliest stages of system design.
As quantum computers evolve from laboratory systems toward industrial-scale infrastructure, securing quantum processors, cryogenic control electronics, classical computing systems, communications networks and cloud interfaces is becoming increasingly important.
SEALSQ and Quobly intend to address this challenge by developing a security architecture where quantum computing infrastructure can be authenticated, protected and managed through hardware-based identities and post-quantum cryptography.
Carlos Moreira, Founder and CEO of SEALSQ, commented:
“The signing of this
Our collaboration with Quobly is moving from strategic technology cooperation toward commercial deployment. By integrating SEALSQ’s post-quantum semiconductors, Root-of-Trust technologies and secure infrastructure into Quobly’s scalable silicon quantum computing platform, we are building the security foundation required for the next generation of quantum computers.
We believe every quantum computer, quantum data center and quantum communication infrastructure will ultimately require a trusted hardware security layer. SEALSQ intends to become one of the leading global providers of this quantum security infrastructure.
This agreement also validates our strategy of combining post-quantum semiconductors, secure hardware and quantum computing technologies to create a vertically integrated and sovereign quantum technology ecosystem.”
Maud Vinet, Co-Founder and CEO of Quobly, commented:
“Quobly’s mission is to develop scalable quantum processors using semiconductor technologies compatible with the global CMOS manufacturing infrastructure.
As quantum computing moves from research to industrial deployment and commercialization, security must be designed into the platform from the outset, alongside scalability and manufacturability.
This agreement strengthens our technology roadmap by integrating advanced post-quantum security capabilities into our silicon quantum computing computer, including Alloy Pioneer, our first generation available by the end of 2026 via the cloud.By combining Quobly’s scalable silicon quantum computing platform with SEALSQ’s expertise in post-quantum semiconductors and secure hardware, we are building a trusted and secure foundation for the deployment of next-generation quantum computing infrastructure.”
Building the Security Layer for the Quantum Computing Industry
Quantum computing infrastructure is expected to become increasingly interconnected, combining quantum processors, high-performance computing systems, artificial intelligence platforms, cloud infrastructure and quantum communication networks.
This emerging infrastructure will require new cybersecurity architectures capable of protecting systems against both conventional cyber threats and future quantum-enabled attacks.
SEALSQ is developing a portfolio of post-quantum semiconductor technologies designed to provide hardware-based identities, secure authentication, trusted execution environments and quantum-resistant cryptography across connected devices and critical infrastructure.
Through the commercial agreement with Quobly, these technologies are expected to be adapted and integrated into scalable quantum computing architectures.
The companies believe the combination of scalable silicon quantum computing and post-quantum hardware security technologies could create significant opportunities across strategic markets including:
- Government and sovereign computing infrastructure
- Defense and national security
- Quantum data centers and high-performance computing
- Financial services
- Pharmaceutical and life sciences research
- Artificial intelligence infrastructure
- Critical infrastructure
- Secure cloud computing.
Advancing European Quantum Sovereignty
The agreement also supports the broader objective of strengthening Europe’s technological sovereignty in quantum computing and post-quantum cybersecurity.
Quobly is developing quantum processors based on silicon spin qubits manufactured using semiconductor technologies compatible with industrial CMOS processes.
SEALSQ develops post-quantum secure semiconductors, secure microcontrollers, Root-of-Trust technologies and trusted provisioning infrastructure designed to protect connected systems and critical digital infrastructure.
By combining these complementary technologies, the companies intend to contribute to the development of a secure European quantum computing ecosystem capable of designing, manufacturing, protecting and operating strategic quantum infrastructure.
From Strategic Collaboration to Commercial Deployment
In November 2025, SEALSQ and Quobly announced a strategic collaboration to explore the convergence of scalable quantum computing technologies and post-quantum hardware security.
The newly signed
The agreement demonstrates SEALSQ’s strategy of converting its growing portfolio of quantum technology partnerships and investments into commercial opportunities for its post-quantum semiconductor and Root-of-Trust technologies.
About Quobly
Quobly is a quantum computing company developing silicon-based quantum computers using proven semiconductor manufacturing processes. Founded in 2022 in Grenoble, France, the company is focused on making quantum computing scalable, manufacturable and deployable to grow the quantum computing market. The company has strategic partnerships within the semiconductor industry (STMicroelectronics, Air Liquide, Soitec and Orano) to accelerate the industrialization of its silicon quantum chips in advanced semiconductor manufacturing environments. In June 2026, Quobly raised a
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 lena.cati@theequitygroup.com |
