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SEALSQ Highlights Urgency of Post-Quantum Security at Cantor Quantum Security Event in New York

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SEALSQ (NASDAQ: LAES) CEO Carlos Moreira spoke at the Cantor Quantum Security Event in New York on March 12, 2026, urging urgent transition to post-quantum cryptography (PQC).

He outlined three approaches—PQC, Secure Key Agreement (SKA), and Quantum Key Distribution (QKD)—and stressed crypto-agility, hardware roots of trust, and priority sectors for migration.

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Positive

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Negative

  • None.

Key Figures

PQC standards date: August 2024 Quantum break risk horizon (min): 5 years Quantum break risk horizon (range): 10 to 15 years
3 metrics
PQC standards date August 2024 NIST finalized first post-quantum cryptography standards
Quantum break risk horizon (min) 5 years Lower bound of timeframe many experts see for quantum breaking RSA/ECC
Quantum break risk horizon (range) 10 to 15 years Upper range for plausible arrival of broad quantum decryption capability

Market Reality Check

Price: $3.98 Vol: Volume 2,688,585 is at 0....
low vol
$3.98 Last Close
Volume Volume 2,688,585 is at 0.55x the 20-day average, indicating subdued trading interest pre-event. low
Technical Shares at $3.98 are trading slightly below the $4.12 200-day MA and well below the $8.71 52-week high.

Peers on Argus

Semiconductor peers showed mixed moves, with some names like HIMX appearing on m...
1 Up

Semiconductor peers showed mixed moves, with some names like HIMX appearing on momentum scanners, but only 1 peer flagged and no clear, broad-based move tied to quantum security themes.

Historical Context

5 past events · Latest: Mar 06 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Mar 06 Certification roadmap update Positive -5.9% Outlined 2026 certification milestones and green status for four PQ hardware products.
Mar 04 Product/strategy update Positive +6.9% Announced end‑to‑end post‑quantum security stack for quantum computer developers.
Mar 02 Trade show showcase Positive +2.0% Planned Embedded World 2026 exhibit of quantum‑resistant chips and ASIC innovations.
Feb 27 Geographic expansion Positive -4.8% Expanded Japan footprint and event presence to support 2035 PQC mandate.
Feb 26 Conference participation Positive +2.2% Announced Cantor conference presentation and quantum strategy discussion in New York.
Pattern Detected

Stock has shown mixed reactions to generally positive quantum-security positioning news, with both rallies and pullbacks following announcements.

Recent Company History

Over recent weeks, SEALSQ has consistently communicated progress around post-quantum security and commercialization. Announcements covered a 2026 certification roadmap for QS7001 and QVault TPM lines, a vertically integrated post-quantum stack for quantum-computer builders, and showcases of quantum‑resistant chips at Embedded World 2026. The company also highlighted expansion in Japan aligned with that country’s quantum security mandate and participation in Cantor’s technology conference. Today’s Cantor quantum security event appearance extends this pattern of positioning SEALSQ as an active voice in post‑quantum cybersecurity and hardware security.

Market Pulse Summary

This announcement reinforces SEALSQ’s positioning at the center of post‑quantum security discussions...
Analysis

This announcement reinforces SEALSQ’s positioning at the center of post‑quantum security discussions, emphasizing migration to PQC, crypto‑agility, and hardware roots of trust. In context of recent certification, product, and geographic expansion news, it underscores the company’s strategy to be a visible thought leader in quantum‑resilient infrastructure. Investors may focus on how these visibility events translate into contracts, deployments, and revenue growth, and how SEALSQ executes on integrating hardware, PKI, and post‑quantum standards over the next 5–15 years.

Key Terms

post-quantum cryptography, secure key agreement, quantum key distribution, qkd, +1 more
5 terms
post-quantum cryptography technical
"transitioning to post-quantum cryptography (PQC) to safeguard sensitive data"
Post-quantum cryptography is a set of new methods for scrambling data so it stays secure even if powerful quantum computers exist; think of replacing today’s locks with designs that a future high‑speed lockpicker cannot open. For investors, it matters because companies must upgrade systems, meet regulations, and protect customer and trade data—creating costs, competitive advantages, or legal and reputational risks depending on how quickly and effectively they adopt these new security standards.
secure key agreement technical
"Secure Key Agreement (SKA) SKA can serve as a pragmatic complementary layer"
A secure key agreement is a method two or more parties use to create a shared secret code over an open network so they can communicate or transact privately. Think of it like two people independently mixing ingredients to produce the same safe-combination while a crowd watches — only those two can open the lock. For investors, strong key agreement reduces the risk of data theft, helps meet security rules, and protects company and customer information that can affect reputations and valuations.
quantum key distribution technical
"Quantum Key Distribution (QKD) QKD can provide additional protection"
Quantum key distribution is a way of creating and sharing secret encryption keys using the laws of quantum physics, typically by sending tiny particles of light so that any eavesdropping automatically changes them and can be detected. Investors care because it promises much stronger, tamper-evident protection for sensitive data and communications—like a lock that signals if it’s been picked—affecting the value of cybersecurity, telecom and defense technologies as quantum computing advances.
qkd technical
"Quantum Key Distribution (QKD) QKD can provide additional protection"
QKD stands for quantum key distribution, a method that uses the rules of quantum physics to create and share secret encryption keys so that any eavesdropping is detectable. For investors, QKD signals exposure to next‑generation cybersecurity technology that can protect sensitive data and communications against current and future threats (including quantum computers), potentially creating high-value contracts, licensing opportunities, or competitive advantage in secure networks.
hardware security modules technical
"code signing, hardware security modules, identity systems, embedded devices"
Hardware security modules are specialized, tamper-resistant devices that store and use encryption keys and perform sensitive cryptographic tasks inside a locked “vault” so the keys never leave the device. For investors, they matter because they reduce the risk of data breaches, help companies meet security rules, and protect the integrity of transactions—factors that can affect a firm’s legal exposure, customer trust, and long-term value.

AI-generated analysis. Not financial advice.

New York, NY, March 12, 2026 (GLOBE NEWSWIRE) --


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, today announced that its CEO, Carlos Moreira, participated in the Cantor Quantum Security Event in New York, where leading experts, investors, and technology leaders gathered to discuss the growing cybersecurity risks posed by the emergence of quantum computing.

During a roundtable discussion focused on the future of cryptographic protection in the quantum era, Mr. Moreira emphasized the urgent need for organizations to begin transitioning to post-quantum cryptography (PQC) to safeguard sensitive data and critical infrastructure.

“Organizations should begin deploying post-quantum protection as soon as possible,” said Mr. Moreira. “The strategic answer is not to predict Q-Day perfectly; it is to remove quantum-vulnerable cryptography from high-value systems before the prediction matters.”

Three Main Approaches to Quantum-Safe Security
During the discussion, Mr. Moreira outlined three complementary approaches organizations can adopt to address quantum security risks:

  • Post-Quantum Cryptography (PQC)

PQC is the primary migration path for most organizations. It replaces vulnerable public-key cryptographic algorithms with new classical algorithms designed to resist attacks from quantum computers. The first PQC standards were finalized in August 2024 by National Institute of Standards and Technology (NIST), which is urging organizations to begin transitioning immediately.

  • Secure Key Agreement (SKA)

SKA can serve as a pragmatic complementary layer, enabling symmetric keys to be generated or negotiated dynamically through secure services or platforms. This approach can be particularly useful for enterprise VPNs and point-to-point communications, but it should be viewed as a complement to a full PQC migration rather than a replacement.

  • Quantum Key Distribution (QKD)

QKD can provide additional protection in specialized high-assurance environments, but it is not considered a general-purpose solution for enterprise security due to operational and infrastructure constraints.

The Quantum Timeline: A Decade-Scale Risk
When asked about the timeline for a quantum computer capable of breaking widely used encryption systems such as RSA or elliptic-curve cryptography, Mr. Moreira noted, “The risk horizon is approaching rapidly. While a broad, reliable capability may not arrive within five years, many experts believe it is plausible within ten to fifteen years. The danger is that attackers do not need to wait. They can collect encrypted data today and decrypt it later once quantum capabilities mature.”

This “harvest now, decrypt later” threat is particularly concerning for data with long confidentiality lifetimes, including government information, healthcare records, intellectual property, identity systems, and critical infrastructure communications.

Priority Sectors for Migration
Moreira emphasized that the first sectors that should migrate to quantum-safe security include:

  • Government and defense systems
  • Critical infrastructure
  • Financial institutions
  • Healthcare and sensitive data platforms
  • Large industrial, telecom, and cloud infrastructure providers

“These sectors combine long-lived sensitive data with systemic importance,” explained Mr. Moreira. “Protecting them early significantly reduces global cyber risk.”

Crypto-Agility: The Key to Successful Migration
Mr. Moreira also warned that the biggest mistake enterprises make is treating quantum security as a simple algorithm replacement rather than an enterprise-wide transformation.

Organizations should maintain a comprehensive inventory where cryptography is used across their entire infrastructure, including PKI, TLS communications, VPNs, firmware, code signing, hardware security modules, identity systems, embedded devices, and supply chains.

“Post-quantum migration is fundamentally about crypto-agility,” Mr. Moreira said. “It requires visibility, planning, and the ability to upgrade cryptography across complex digital ecosystems.”

The Role of Hardware Security
Mr. Moreira concluded, “Post-quantum cryptography must be supported by strong hardware-based security foundations. Quantum-safe algorithms alone cannot fix weak identity systems, insecure firmware, poor key management, or vulnerable devices. “Successful quantum-resilient security requires secure elements, hardware roots of trust, strong key custody, and resilient software supply chains.”

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) CEO Carlos Moreira recommend at the March 12, 2026 Cantor Quantum Security Event?

He recommended organizations begin deploying post-quantum protection immediately to reduce long-term risk. According to the company, Moreira urged crypto-agility, inventorying cryptography across systems, and prioritizing hardware security to protect long-lived sensitive data.

What are the three approaches to quantum-safe security Carlos Moreira described for LAES investors?

He described PQC, Secure Key Agreement (SKA), and Quantum Key Distribution (QKD) as complementary approaches. According to the company, PQC is the primary migration path, SKA complements enterprise use cases, and QKD fits specialized high-assurance environments.

Which sectors did SEALSQ (LAES) identify as highest priority for post-quantum migration?

SEALSQ identified government, defense, critical infrastructure, financial institutions, healthcare, telecom, cloud, and large industrial providers as top priorities. According to the company, these sectors hold long-lived sensitive data and systemic importance requiring early migration.

What timeline did SEALSQ give for quantum risk at the March 12, 2026 event?

Moreira said a broadly capable quantum threat is plausible within ten to fifteen years, though not guaranteed within five. According to the company, attackers may 'harvest now, decrypt later,' threatening long-confidentiality data today.

How did SEALSQ (LAES) describe the role of hardware in post-quantum security?

SEALSQ emphasized hardware-based security foundations—secure elements, hardware roots of trust, and strong key custody—as essential complements to PQC. According to the company, algorithms alone cannot fix weak identity, firmware, or supply chain vulnerabilities.

What is 'crypto-agility' and why did SEALSQ (LAES) stress it on March 12, 2026?

Crypto-agility means planning and the ability to upgrade cryptography across complex ecosystems to respond to quantum threats. According to the company, it requires comprehensive inventories, visibility across PKI, TLS, firmware, HSMs, embedded devices, and supply chains.
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