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SEALSQ Partners with Airmod to Embed a Quantum-Ready Middleware Platform Aiming at Cutting Secure IoT Development Time by Up to 50%

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SEALSQ (NASDAQ: LAES) and Airmod announced a partnership on Dec 15, 2025 to deliver an open-source-enabled, production-ready middleware stack built on SEALSQ Secure DevKits to accelerate quantum-resistant IoT development.

Key highlights: the middleware targets the QS7001 secure hardware with secure boot, hardware-rooted trust, and pre-validated APIs; the companies say it can cut secure IoT development time by up to 50%; SEALSQ contributes over 130 patents in post-quantum cryptography while Airmod provides 25+ years of embedded security expertise. The offering includes developer kits, development services, and global partner support to speed prototyping and scale secure device deployments for aerospace, UAVs, satellites, and industrial IoT.

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Positive

  • Development time reduced by up to 50%
  • 130+ post-quantum cryptography patents
  • Pre-validated APIs and secure boot support for QS7001 hardware

Negative

  • None.

News Market Reaction

-8.02%
21 alerts
-8.02% News Effect
+3.9% Peak in 4 hr 15 min
-$65M Valuation Impact
$749M Market Cap
0.4x Rel. Volume

On the day this news was published, LAES declined 8.02%, reflecting a notable negative market reaction. Argus tracked a peak move of +3.9% during that session. Our momentum scanner triggered 21 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $65M from the company's valuation, bringing the market cap to $749M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Development time reduction target: up to 50% Post-quantum patents: over 130 patents Airmod experience: 25+ years +1 more
4 metrics
Development time reduction target up to 50% Claimed secure IoT development time reduction from new middleware partnership
Post-quantum patents over 130 patents SEALSQ patent portfolio in post-quantum cryptography cited in article
Airmod experience 25+ years Airmod software development experience in embedded security and communications
Price move pre-news -10.17% 24h price change for LAES before publication of partnership news

Market Reality Check

Price: $4.11 Vol: Volume 10,878,336 vs. 20-...
normal vol
$4.11 Last Close
Volume Volume 10,878,336 vs. 20-day average 14,451,501 (~0.75x) shows no outsized trading surge ahead of this news. normal
Technical Price $4.24 is trading above the 200-day MA at $3.69, indicating strength vs. its longer-term trend despite the recent pullback.

Peers on Argus

Several semiconductor peers were weak, with AIP -13.54%, SKYT -12.94%, POET -8.5...
1 Up

Several semiconductor peers were weak, with AIP -13.54%, SKYT -12.94%, POET -8.58%, and CEVA -5.91%, while momentum scans flagged SKYT up 4.50%. LAES’s -10.17% decline occurred against this mixed but generally negative peer backdrop.

Historical Context

5 past events · Latest: Dec 11 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 11 Healthcare expansion Positive -1.1% Entry into healthcare via IC’Alps with post-quantum-secured medical ASICs.
Dec 04 Strategic investment Positive +7.7% Strategic investment in EeroQ to advance “Quantum Made in USA” strategy.
Dec 03 Strategy update Positive +7.8% Strategic gathering outlining 2026/2030 vision and reaffirming 2025 guidance.
Dec 01 Satellite launch Positive -6.5% Successful WISeSat satellite launch with post-quantum chip integration.
Nov 25 Product certification Positive +3.4% QS7001 secure element announced with CNSA 2.0-compliant post-quantum hardware.
Pattern Detected

Operational and strategic headlines have often been positive in tone, but price reactions have been mixed, with both rallies and selloffs following upbeat news.

Recent Company History

Over the last few weeks, SEALSQ reported multiple quantum- and security-focused milestones. On Nov 25, it highlighted CNSA 2.0-compliant QS7001 hardware; on Dec 1, it advanced its satellite-based IoT and cybersecurity constellation. Early December brought a strategic gathering with reaffirmed $17.5M–$20.0M revenue guidance and a healthcare-entry announcement via IC’Alps. Today’s Airmod partnership extends this strategy into secure, quantum‑resistant IoT deployment, building on the QS7001 and broader post‑quantum roadmap.

Market Pulse Summary

The stock moved -8.0% in the session following this news. A negative reaction despite partnership ne...
Analysis

The stock moved -8.0% in the session following this news. A negative reaction despite partnership news fits SEALSQ’s history of mixed price responses to positive headlines, with some prior events followed by declines over 6%. The Airmod collaboration strengthens the QS7001 ecosystem by easing quantum‑ready IoT integration, but recent financing activity and warrant-related overhang from prior filings may have kept pressure on the share price as the market repriced dilution and execution risk.

Key Terms

post-quantum cryptography, secure boot, hardware-rooted trust, middleware, +2 more
6 terms
post-quantum cryptography technical
"pioneering over 130 patents in post-quantum cryptography, with Airmod's 25+ years"
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 boot technical
"with full secure boot, hardware-rooted trust, and post-quantum cryptography already"
Secure boot is a built‑in firmware feature that checks the software a device starts with—like a bouncer checking IDs—allowing only software with a trusted digital seal to run. For investors it matters because it reduces the risk of malware, fraud or tampering that can harm a product’s reputation, trigger recalls or invite regulation, and therefore affects a company’s cybersecurity costs, customer trust and long‑term value.
hardware-rooted trust technical
"with full secure boot, hardware-rooted trust, and post-quantum cryptography already"
A hardware-rooted trust is a security feature built into a device’s physical components—typically a secure chip or module—that creates a dependable digital “anchor” for identity, encryption keys and boot processes. Like a locked safe inside the product that proves it hasn’t been tampered with, it reduces the chance of hacking, data theft or counterfeit components, and therefore affects a company’s product reliability, regulatory compliance, liability exposure and long-term value to investors.
middleware technical
"a production-ready, open-source-enabled middleware stack built directly on SEALSQ"
Middleware is software that acts like a bridge or translator between different applications and systems, allowing them to share data and work together smoothly. Investors care because middleware influences how reliably a company’s technology runs, how easily new features or partners can be added, and whether a software provider has steady, repeatable revenue from integration services—factors that affect growth, costs and long‑term value.
application programming interfaces technical
"Pre-validated APIs for rapid application development."
Application programming interfaces (APIs) are sets of rules and tools that let different software programs talk to each other, like a waiter taking and delivering orders between a diner and the kitchen. For investors, APIs matter because they let companies add features, connect with partners, scale services and create new revenue streams quickly; they also introduce risks around reliance on third parties, security and ongoing maintenance costs.
iot technical
"for aerospace, drones, consumer electronics, and IoT applications, today unveiled"
The Internet of Things (IoT) describes a network of everyday devices—such as appliances, vehicles, and equipment—that are connected to the internet and can share data automatically. For investors, IoT represents a growing trend that can drive efficiency and innovation across many industries, potentially creating new opportunities for growth and value. Its expansion influences how companies operate and compete in a digitally connected world.

AI-generated analysis. Not financial advice.

Geneva, Switzerland, Dec. 15, 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 product, and Airmod, a renowned French-based embedded software design house specializing in secure electronic systems for aerospace, drones, consumer electronics, and IoT applications, today unveiled a game-changing partnership: a production-ready, open-source-enabled middleware stack built directly on SEALSQ Secure DevKits, designed to fast-track the deployment of quantum-resistant devices. This collaboration aims to accelerate the creation of secure IoT applications, thus has the potential to reduce development time by up to 50%.

The partnership leverages SEALSQ's expertise in certified secure hardware, pioneering over 130 patents in post-quantum cryptography, with Airmod's 25+ years of software development experience in video processing, embedded cybersecurity, and high-speed communications. Together, the companies aim to deliver end-to-end solutions for industries that require unbreakable security, including aerospace, unmanned aerial vehicles (UAVs), and IoT applications where data integrity and low-latency transmission are critical.

The new Airmod Middleware for SEALSQ Secure Hardware turns months of complex cryptographic integration into days. OEMs, drone manufacturers, satellite operators, and industrial IoT innovators can now plug quantum-proof security into their products virtually out-of-the-box, with full secure boot, hardware-rooted trust, and post-quantum cryptography already pre-integrated and validated.

Accelerated Integration for Secure Device Deployment:

The developed middleware delivers a unified abstraction layer enabling seamless use of SEALSQ’s secure hardware platforms within AIRMOD’s middleware expertise.
Key features include:

  • Optimized support for “Quantum Shield” QS7001 secure hardware platform, including secure boot, key storage, and hardware-rooted trust services.
  • Pre-validated APIs for rapid application development.
  • Streamlined onboarding workflows compatible with large-scale IoT deployments.
  • Native support for post-quantum-ready architectures, aligning with emerging regulatory and industry requirements.

Expanded Partner Support Driven by AIRMOD Expertise

Through this collaboration, AIRMOD will provide comprehensive support to partners integrating SEALSQ chipsets, including:

  • Developer Kits: Ready-to-use kits that accelerate prototyping and integration, enabling a faster time-to-market.
  • Full Development Services: End-to-end software development for secure applications, from design to large-scale deployment.
  • Global Reach: Worldwide service availability, ensuring consistent quality and compliance across regions.

AIRMOD brings extended security expertise in embedded electronics, making it uniquely qualified to deliver secure, reliable, and high-performance software for SEALSQ chipsets.

Empowering Scalable, Secure quantum resistant IoT Ecosystems

“Partnering with AIRMOD allows us to broaden our ecosystem and offers our customers an accelerated path to deploy secure, scalable IoT solutions,” said Gweltas Radenac, SEALSQ’s IoT Security Business Line Director. “By combining SEALSQ’s certified security hardware with AIRMOD’s expertise in embedded security, device manufacturers can significantly reduce time-to-market while meeting the highest standards of trust. This partnership marks a pivotal step in fortifying the aerospace and IoT ecosystems against the quantum revolution”

“Our collaboration with SEALSQ represents a key milestone in supporting secure and scalable device infrastructures,” added Guillaume Reillon, CEO of Airmod. “This integrated approach ensures that connectivity, security, and device management are natively aligned from the very beginning of product development. We’ve spent 25 years hardening electronics that fly, float, and connect the planet. By fusing our real-time, low-latency software expertise with SEALSQ’s unbreakable silicon, we’re giving engineering teams superpowers: quantum-grade security that deploys as easily as any other drive”

About Airmod:

Airmod is a trusted manufacturer and a design-house, specializing in designing and developing secure digital electronics equipment for a wide range of industries. With a strong focus on innovation, Airmod excels in producing quality products while also offering expert design services to help other companies bring their concepts to life.

Airmod has 25+ years’ experience in development and manufacturing equipment for highly demanding and competitive markets. Airmod can claim more than 35 million secure devices deployed to 100+ customers and countries across the globe.
www.airmod.tech

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) and Airmod announce on December 15, 2025?

They announced a partnership to deliver an open-source-enabled middleware stack on SEALSQ Secure DevKits to accelerate quantum-resistant IoT development.

How much can the Airmod middleware reduce secure IoT development time for LAES hardware?

The companies state the middleware can reduce development time by up to 50%.

Which SEALSQ hardware does the Airmod middleware support for LAES devices?

The middleware is optimized for the Quantum Shield QS7001 secure hardware platform, including secure boot and key storage.

Will LAES partners get developer kits and support from Airmod?

Yes; Airmod will provide ready-to-use developer kits, full development services, and global partner support for SEALSQ chip integration.

Does the LAES–Airmod solution include post-quantum cryptography?

Yes; the stack includes native support for post-quantum-ready architectures and SEALSQ’s post-quantum cryptography patents.

Which industries are targeted by the LAES and Airmod middleware partnership?

The focus is on aerospace, UAVs (drones), satellite operators, and industrial IoT applications requiring low latency and high data integrity.
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