SEALSQ Makes Strategic Investment in EeroQ to Accelerate Its “Quantum Made in USA” Strategy

Rhea-AI Summary

SEALSQ (NASDAQ: LAES) announced a strategic investment in EeroQ on December 4, 2025, advancing its “Quantum Made in USA” strategy.

SEALSQ said the move complements its SEALQUANTUM program (up to $35 million in startup investments) and follows two prior transactions: a partnership with ColibriTD and IC’ALPS acquisition. EeroQ’s platform uses electrons on superfluid helium (eHe), claims CMOS-compatible fabrication, ultra-compact thumbnail-scale processors, and promising qubit metrics. EeroQ added a 9,600 sq ft Chicago R&D facility and appointed Princeton Professor Steve Lyon as CTO; co-founder Faye Wattleton leads ethics initiatives.

News Market Reaction

+7.68%

31 alerts

+7.68% News Effect

-3.8% Trough in 3 hr 4 min

+$61M Valuation Impact

$861M Market Cap

0.4x Rel. Volume

On the day this news was published, LAES gained 7.68%, reflecting a notable positive market reaction. Argus tracked a trough of -3.8% from its starting point during tracking. Our momentum scanner triggered 31 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $61M to the company's valuation, bringing the market cap to $861M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

SEALQUANTUM allocation: $35 million Finalized investments: 2 investments EeroQ R&D facility size: 9,600 sq ft +1 more

4 metrics

SEALQUANTUM allocation $35 million Program to invest in quantum computing startups

Finalized investments 2 investments Prior SEALQUANTUM deals before EeroQ

EeroQ R&D facility size 9,600 sq ft Quantum R&D facility in Chicago

EeroQ founding year 2017 Year EeroQ was founded

Market Reality Check

Price: $4.46 Vol: Volume 8,481,666 is below...

low vol

$4.46 Last Close

Volume Volume 8,481,666 is below the 20-day average of 15,041,157 (relative volume 0.56). low

Technical Price $4.72 is trading above the 200-day MA at $3.68, indicating a prior upward trend.

Peers on Argus

LAES showed a -2.85% move while key semiconductor peers like SKYT (+5.86%), AIP ...

LAES showed a -2.85% move while key semiconductor peers like SKYT (+5.86%), AIP (+2.23%), and CEVA (+2.22%) were up, pointing to stock-specific dynamics rather than a sector-wide move.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Strategic investment	Positive	+7.7%	Announced strategic investment in EeroQ to advance Quantum Made in USA plan.
Dec 03	Corporate overview	Positive	+7.8%	Strategic gathering outlining 2025 milestones, guidance and long-term quantum vision.
Dec 01	Satellite launch	Positive	-6.5%	Successful WISeSat satellite launch aboard SpaceX Falcon 9 for IoT and security.
Nov 25	Product launch	Positive	+3.4%	QS7001 Quantum Shield secure element delivering CNSA 2.0-compliant PQC hardware.
Nov 24	Leadership change	Positive	+10.1%	Appointment of Group AI Officer to drive AI integration across product lines.

Pattern Detected

Recent news has generally been followed by positive price reactions, with four of five events showing gains after upbeat strategic or product updates, and one instance of divergence on otherwise positive satellite launch news.

Recent Company History

Over the last weeks, SEALSQ announced multiple strategic and technology milestones. A Dec 2, 2025 gathering reaffirmed FY2025 revenue guidance of $17.5M–$20.0M and highlighted $9.9M in nine‑month 2025 revenue and €450M cash reserves. Product updates included the QS7001 quantum‑resistant secure element entering volume production and a successful WISeSat satellite launch on Dec 1, 2025. Governance and AI leadership were strengthened via a new Group AI Officer. Today’s EeroQ investment fits this pattern of building a sovereign, quantum‑focused ecosystem.

Market Pulse Summary

The stock moved +7.7% in the session following this news. A strong positive reaction aligns with SEA...

Analysis

The stock moved +7.7% in the session following this news. A strong positive reaction aligns with SEALSQ’s pattern of favorable responses to strategic and technology updates, as seen after prior news with moves of up to 10.08%. The EeroQ investment reinforces its Quantum Made in USA roadmap and builds on earlier capital deployment and product launches. However, investors have also seen at least one divergence following seemingly positive satellite news, so execution and integration progress could influence the durability of any gains.

Key Terms

post-quantum, quantum chip, qubits, CMOS-compatible, +2 more

6 terms

post-quantum technical

"post-Quantum technology hardware and software products, today announced"

Post-quantum describes technology, especially encryption methods, designed to stay secure against powerful future quantum computers that could break today’s digital locks. For investors, it signals which products, services or suppliers are preparing for a major shift in cybersecurity risk—similar to choosing a safe built to resist a new kind of drill—affecting costs, liability, competitive advantage and regulatory compliance across industries.

quantum chip technical

"strategic investment in EeroQ, a U.S.-based quantum chip design company"

A quantum chip is a small processor that uses the unusual rules of quantum physics to store and manipulate information on quantum bits (qubits), which can represent multiple states at once instead of just 0 or 1. It matters to investors because quantum chips promise to solve certain problems far faster than conventional chips—potentially enabling breakthroughs in materials, cryptography and drug discovery—so they are a high-risk, high-reward technological bet, like investing in a new type of engine.

qubits technical

"EeroQ’s qubits — based on the smallest particle in nature — enable the design"

Qubits are the basic units of information in quantum computing, similar to how traditional computers use bits. Unlike regular bits that are either 0 or 1, qubits can represent both at the same time, allowing quantum computers to process complex problems much faster. This potential for unprecedented speed and power could transform industries, making qubits a key focus for investors interested in cutting-edge technology.

CMOS-compatible technical

"CMOS-compatible fabrication: EeroQ’s platform is designed to be manufactured"

CMOS-compatible describes a device or design that can be made using the same widely used semiconductor manufacturing methods or that operates at the same voltage and logic standards as mainstream CMOS chips. For investors it signals easier and cheaper scaling, smoother integration into existing products and supply chains, and lower development risk — like a new part that fits straight onto an established factory assembly line or into a common power socket.

microfabrication technical

"made feasible thanks to major advances in materials science, microfabrication,"

Microfabrication is the set of manufacturing techniques used to create very small mechanical and electronic parts—often thousands of times thinner than a hair—such as chips, sensors, and tiny machines. For investors it matters because these tiny components enable faster, cheaper, and more power-efficient products; companies that master microfabrication can lower costs, unlock new markets, and gain a durable technological edge, much like fitting a whole factory’s work onto a postage stamp.

cryogenic engineering technical

"advances in materials science, microfabrication, and cryogenic engineering."

Cryogenic engineering is the science of designing and managing systems that produce, contain, and use extremely cold temperatures, often well below freezing. It is essential for processes like preserving biological materials, liquefying gases, or powering advanced technology. For investors, advancements in this field can enable new industries and innovations, potentially leading to significant economic growth and technological breakthroughs.

AI-generated analysis. Not financial advice.

Geneva, Switzerland, Dec. 04, 2025 (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 a strategic investment in EeroQ, a U.S.-based quantum chip design company pioneering a breakthrough approach to building a quantum computer using electrons on helium (eHe). This investment aligns with SEALSQ’s Quantum Made in USA strategy and reinforces its commitment to strengthening the United States and Europe’s leadership in quantum-resistant technologies and future quantum computing platforms.

Earlier this year, SEALSQ launched the SEALQUANTUM.com investment, which aims on investing up to $35 million in startups engaged in quantum computing. Two investments have been finalized, including a partnership with ColibriTD for quantum-as-a-service solutions and the acquisition of the French ASIC design firm IC’ALPS. This new investment in EeroQ is the first that the Company is making in the USA as part of its “Quantum Made in USA” strategy.

EeroQ: Breakthrough Quantum Chip Technology Aligned with SEALSQ’s Roadmap
Founded in 2017, EeroQ aims to build a large-scale quantum computer based on single electrons trapped on superfluid helium, a technology originally proposed in the late 1990s and now made feasible thanks to major advances in materials science, microfabrication, and cryogenic engineering.

EeroQ’s design offers several key advantages that align with SEALSQ’s long-term strategic priorities:

• Ultra-compact form factor: Unlike other QC architectures requiring datacenter-scale cryogenic infrastructure, EeroQ’s qubits — based on the smallest particle in nature — enable the design of quantum processors as small as a thumbnail.
• CMOS-compatible fabrication: EeroQ’s platform is designed to be manufactured using standard semiconductor processes, directly compatible with SEALSQ’s secure semiconductor personalization and OSAT capabilities.
• High-quality qubit potential: Single-electron qubits provide promising metrics in:
  1. coherence time,
  2. all-to-all connectivity, and
  3. mobility of qubits, enabling novel architectures.

This positions EeroQ as one of the most scalable approaches to quantum computing currently under development.

Strategic Alignment with SEALSQ’s “Quantum Made in USA” Vision
SEALSQ’s investment strengthens its strategy to build an integrated post-quantum and quantum-era semiconductor ecosystem, combining:

1. Post-quantum cryptographic chips (already commercialized)
2. Quantum-resistant secure microcontrollers
3. Advanced personalization centers in the USA and UAE
4. Future quantum accelerator chips developed in strategic partnership

EeroQ’s U.S.-based design and fabrication roadmap supports SEALSQ’s commitment to U.S.-sovereign and Europe-sovereign quantum technologies, a growing national security priority.

Carlos Moreira, Founder & CEO of SEALSQ, commented: “Our strategic investment in EeroQ is a key step in SEALSQ’s ‘Quantum Made in USA’ industrial strategy. EeroQ’s helium-based quantum architecture is one of the most promising scalable designs we have seen. By aligning their breakthrough chip technology with SEALSQ’s secure semiconductor expertise, we are helping accelerate the development of quantum systems that are sovereign, secure, and industrially viable.”

Nick Farina, co-founder and CEO of EeroQ, emphasizing capital-efficient scalability unmatched by other architectures, noted, “We designed EeroQ to scale using the mature CMOS fabrication ecosystem. Our devices are extremely compact with far fewer moving parts, allowing us to scale faster and more efficiently. SEALSQ’s strategic investment strengthens our mission to bring ethical, powerful, and scalable quantum computing to market. Despite a challenging macroeconomic environment, demand for strategic quantum technologies is rising rapidly due to both corporate needs and national security imperatives.”

Leadership, Ethics & USA Expansion
EeroQ recently appointed Princeton Professor Steve Lyon as CTO and completed a 9,600 sq ft quantum R&D facility in Chicago, contributing to the city’s growing position as a major quantum innovation hub..

EeroQ is also one of the industry’s leading voices on quantum ethics. Co-Founder Faye Wattleton, renowned for her work in governance and public policy, has led research initiatives on ethical frameworks for responsible quantum development since 2018, a perspective aligned with SEALSQ’s commitment to trustworthy technology ecosystems.

About EeroQ
EeroQ is a U.S.-based quantum computing company building a patented approach to a quantum computer (QC) using electrons on helium. Founded in 2017, EeroQ's unique approach to building a QC leverages today's existing chip fabrication technology (CMOS), allowing the company to scale rapidly using a fraction of the resources most companies require. EeroQ is also helping to create early ethical and policy guidelines to maximize the positive impact of QC. For more information, visit www.eeroq.com.

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 on December 4, 2025 regarding EeroQ?

SEALSQ announced a strategic investment in EeroQ as part of its Quantum Made in USA strategy.

How does EeroQ’s quantum technology align with SEALSQ’s roadmap (LAES)?

EeroQ uses electrons on superfluid helium, claims CMOS-compatible fabrication and ultra-compact quantum processors that align with SEALSQ’s secure semiconductor capabilities.

How much capital does SEALSQ plan to deploy via SEALQUANTUM and has it invested before?

SEALSQ’s SEALQUANTUM initiative aims to invest up to $35 million; two investments were previously finalized (ColibriTD and IC’ALPS).

What recent operational steps has EeroQ taken to support U.S. expansion?

EeroQ opened a 9,600 sq ft quantum R&D facility in Chicago and named Princeton Professor Steve Lyon as CTO.

Does SEALSQ describe any national-security or sovereignty goals with the EeroQ investment?

Yes; SEALSQ said the investment supports U.S.-sovereign and Europe-sovereign quantum technologies and national security priorities.

Who at EeroQ is leading ethics and governance work mentioned in the LAES announcement?

Co-founder Faye Wattleton is cited as leading research on ethical frameworks for responsible quantum development.