SEALSQ Unveils Its Vision of Embedded Security and Post-Quantum Cryptography as Foundational Pillars of Physical AI

Rhea-AI Summary

SEALSQ (NASDAQ: LAES) outlined a strategic vision positioning embedded security and post-quantum cryptography (PQC) as core enablers of Physical AI. The company plans PQC-enabled secure microcontrollers, TPMs, chiplet HSMs, and an AI-native transactional layer called SEALCOIN.AI to secure machine interactions and transactions.

SEALSQ cites its large installed base and WISeKey Root of Trust to argue for long-term, hardware-anchored identity and quantum resilience across autonomous systems.

Key Figures

Deployed secure devices: 1.75 billion devices Root of Trust scale: over 6 billion devices

2 metrics

Deployed secure devices 1.75 billion devices Secure semiconductor devices already deployed worldwide by SEALSQ

Root of Trust scale over 6 billion devices WISeKey Root of Trust deployments referenced as infrastructure backbone

Market Reality Check

Price: $4.00 Vol: Volume 5,166,480 is about...

low vol

$4.00 Last Close

Volume Volume 5,166,480 is about 0.5× the 20-day average (10,411,373), indicating muted trading versus typical levels. low

Technical Shares at $4.00 sit near the 200-day MA ($4.00), with the stock still 54.08% below its 52-week high and about 101.01% above its 52-week low.

Peers on Argus

LAES slipped 1.48% as peers showed mixed moves: NVEC up while AIP, POET, CEVA, S...

1 Down

LAES slipped 1.48% as peers showed mixed moves: NVEC up while AIP, POET, CEVA, SKYT and HIMX traded down. With only 1 peer in the momentum scanner and no broad, same-direction moves, trading looked company-specific rather than a coordinated semiconductor–AI rotation.

Common Catalyst Select peers such as POET also had AI-tagged headlines, but price reactions across the group were mixed, suggesting no unified AI-driven sector move.

Previous AI Reports

5 past events · Latest: Feb 06 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 06	AI threat model update	Positive	+13.6%	Reaffirmed need for post-quantum secure infrastructure despite AI model advances.
Jan 26	Physical AI demo	Positive	-9.3%	Davos demo of post-quantum-secure robotics and Physical AI concepts.
Nov 24	AI officer appointment	Positive	+10.1%	Appointed Group AI Officer to drive AI integration across product lines.
Oct 20	PQC chip unveiling	Positive	-2.9%	Unveiled Quantum Shield QS7001 post-quantum secure chip at Q+AI event.
Oct 02	Quantum+AI keynote	Positive	+8.0%	Announced CEO keynote on AI–quantum convergence and security at IQT summit.

Pattern Detected

AI-tag announcements have produced mixed reactions: most are positive in tone, but price moves alternate between strong gains and notable selloffs, indicating sentiment is sensitive to context and expectations.

Recent Company History

Recent AI-related news for SEALSQ has focused on post-quantum security and Physical AI. On Feb 6, 2026, the company framed classical AI advances as reinforcing the quantum threat model, and the stock rose 13.64%. Prior AI items included a Physical AI and robotics demo in Davos on Jan 26, 2026 (stock down 9.35%) and launches or previews of the Quantum Shield QS7001 chip in late 2025, which saw both positive and negative one-day moves. Today’s Physical AI vision builds directly on those AI and PQC themes.

Historical Comparison

AI

+3.9 %

Average Historical Move

Historical Analysis

In the past 5 AI-tagged announcements, LAES moved an average of 3.91% over 24 hours, with both sharp rallies and selloffs following broadly positive AI and post-quantum narratives.

Typical Pattern

AI-tag history shows a progression from announcing keynotes and chip launches to live Physical AI demos and threat-model framing, now extending into a broader Physical AI platform and transactional layer vision.

Market Pulse Summary

This announcement outlines SEALSQ’s vision for Physical AI built on embedded security and post‑quant...

Analysis

This announcement outlines SEALSQ’s vision for Physical AI built on embedded security and post‑quantum cryptography, leveraging a deployed base of 1.75 billion secure devices and WISeKey’s Root of Trust in over 6 billion devices. It extends prior AI and PQC initiatives into secure sensing nodes and an AI-native transactional layer. Investors may watch for concrete product rollouts, customer adoption of PQC-enabled hardware, and progress on integrating SEALCOIN.AI into real-world autonomous systems.

Key Terms

post-quantum cryptography, physical ai, root of trust, hardware security modules, +2 more

6 terms

post-quantum cryptography technical

"unveiled its strategic vision of embedded security and post-quantum cryptography as foundational"

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.

physical ai technical

"as foundational pillars of Physical Artificial Intelligence (“Physical AI”)"

Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.

root of trust technical

"anchored in a secure Root of Trust architecture, now evolving toward PQC readiness"

A root of trust is a small, tamper-resistant component inside a device or system that serves as the secure anchor for identity and data protection—think of it as a locked safe that holds the master keys and proof that the system is genuine. It matters to investors because a strong root of trust reduces the risk of hacks, supports regulatory compliance and customer confidence, and therefore can protect a product’s value and a company’s reputation.

hardware security modules technical

"secure microcontrollers, TPMs (including next-generation PQC-enabled TPMs), and hardware security modules"

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.

system-on-chip technical

"security IP blocks designed for seamless integration into complex system-on-chip platforms"

A system-on-chip (SoC) is a single silicon chip that combines the main computing processor, memory, and key interfaces (like graphics, wireless radios or input/output controllers) that a device needs to run. Think of it as a compact, all-in-one engine that replaces many separate parts, saving space, power and cost. For investors, SoC design and production influence product performance, margins and supply risk, and can be a major competitive advantage in electronics markets.

depin technical

"SEALCOIN, which focuses on decentralized physical internet with DePIN technology and house"

Decentralized physical infrastructure networks (DePIN) are systems where many independent participants use digital tokens and open software to build, operate and maintain real-world hardware such as wireless hotspots, sensors, or storage nodes. For investors, DePINs matter because they create new ways to fund and earn from physical services without a single company in control—similar to a community-owned utility where contributors are rewarded for providing and maintaining equipment, which can affect token value, service adoption, and regulatory risk.

AI-generated analysis. Not financial advice.

Geneva, Switzerland, Feb. 12, 2026 (GLOBE NEWSWIRE) --

Building on the experience of more than 1.75 billion secure semiconductor devices 
already deployed worldwide

SEALSQ Corp (NASDAQ: LAES) (“SEALSQ” or the “Company”), a global leader in semiconductors, PKI, and post-quantum cryptographic (PQC) hardware and software solutions, today unveiled its strategic vision of embedded security and post-quantum cryptography as foundational pillars of Physical Artificial Intelligence (“Physical AI”). Building on the experience of more than 1.75 billion secure semiconductor devices already deployed worldwide, SEALSQ is seeking to position its technology as a trusted infrastructure layer enabling autonomous machines to safely perceive, reason, interact with, and transact in the real world, securely and resiliently for decades to come.

From Connected Devices to Trusted Physical AI—Quantum-Resilient by Design
While traditional connected systems have relied on rigid automation and untrusted data inputs, Physical AI represents a paradigm shift: machines capable of understanding spatial relationships, physical behavior, and environmental dynamics through multimodal sensing (vision, motion, audio, and environmental data). For such systems to scale safely, identity, trust, and data integrity must be embedded in hardware, and must be resilient to future quantum cyber threats.

SEALSQ’s unique position lies in the expertise gained from its large installed base of cryptographically authenticated, hardware-rooted devices anchored in a secure Root of Trust architecture, now evolving toward PQC readiness. This provides the essential, future-proof foundation for Physical AI systems to operate securely and autonomously at the edge.

Transforming Secure Chips into PQC-Enabled Trusted Physical Nodes
SEALSQ is planning to extend its portfolio of secure microcontrollers, TPMs (including next-generation PQC-enabled TPMs), and hardware security modules into trusted sensing and decision nodes. SEALSQ’s vision is that next-generation secure system architectures will be built around embedded secure chips and chiplet-based Hardware Security Modules (CHSMs), tightly integrated with pre-certified secure enclaves and security IP blocks designed for seamless integration into complex system-on-chip platforms. These solutions would be designed to cryptographically sign, verify, and protect real-world data at the source using both classical and post-quantum algorithms, ensuring authenticity and integrity from capture to processing across the full lifecycle of AI systems.

Introducing SEALCOIN.AI: The Transactional Layer
As Physical AI evolves from perception and reasoning to autonomous action and machine-to-machine collaboration, SEALCOIN.AI aims to introduce a secure, AI-native transactional and orchestration layer that allows autonomous systems to exchange value, services, and decisions in a verifiable and auditable manner. SEALCOIN, which focuses on decentralized physical internet with DePIN technology and house the development of the SEALCOIN platform, is a subsidiary of SEALSQ’s parent company, WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company. Built on post-quantum cryptographic foundations and anchored in hardware Root of Trust, SEALCOIN.AI plans to enable trusted AI-to-AI interactions, automated service execution, and secure economic incentives between machines operating in the physical world—without relying on centralized intermediaries.

Security, Accountability, and Long-Term Sovereignty
By embedding PQC directly into hardware, SEALSQ aims to ensure the highest level of security and long-term protection of data, identities, and transactions against future quantum computers. Hardware-anchored identity plan to ensure that every device, decision, and transaction remains verifiable, accountable, and protected against hijacking, spoofed commands, or malicious economic manipulation.

This is critical for safety- and sovereignty-sensitive environments such as collaborative robotics, autonomous mobility, defense systems, smart factories, healthcare robotics, intelligent infrastructure, and sovereign AI platforms.

Unlike software-only approaches, SEALSQ is planning to embed both classical and NIST-approved post-quantum cryptography directly into silicon, ensuring long-term resilience against emerging quantum-enabled cyber threats.

A Global Quantum-Resilient Root of Trust
At the core of SEALSQ’s vision is the WISeKey Root of Trust, already deployed in more than six billion devices worldwide, providing secure identity, zero-trust authentication, and encrypted communications across heterogeneous ecosystems.

Carlos Moreira, CEO of SEALSQ, said: “Combined with SEALSQ’s expanding portfolio of PQC-enabled semiconductors, including secure elements, TPMs, and next-generation secure ASICs and QASIC, and the SEALCOIN.AI transactional layer, this infrastructure forms what we describe as a ‘quantum-resilient cryptographic nervous system for Physical AI’ connecting machines, environments, and humans through secure intelligence, trusted autonomy, and programmable digital trust.”

Enabling the Next Generation of Trusted, Quantum-Resilient Autonomous Systems
As Physical AI transforms industries, from robotics and mobility to industrial automation, critical infrastructure, smart environments, and healthcare, SEALSQ’s scale, security-first architecture, and post-quantum leadership position the Company as a foundational enabler of autonomous systems that can safely operate, collaborate, and transact in the physical world over the long term.

By extending trust from the digital domain into the physical and economic realms, and securing it against future quantum threats—SEALSQ is helping ensure that the next generation of AI remains secure, accountable, sovereign, and aligned with human safety and societal needs.

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 Physical AI on February 12, 2026?

SEALSQ announced a vision to make embedded security and PQC foundational for Physical AI. According to SEALSQ, this includes PQC-enabled secure microcontrollers, TPMs, CHSMs, and a transactional layer called SEALCOIN.AI to enable secure machine-to-machine interactions.

How will SEALSQ's PQC-enabled chips affect device security for LAES customers?

PQC-enabled chips aim to strengthen device identity and long-term data integrity against quantum threats. According to SEALSQ, embedding classical and NIST-approved PQC in silicon anchors identity in hardware and protects transactions and sensor data from capture through processing.

What is SEALCOIN.AI and how does it relate to SEALSQ (LAES)?

SEALCOIN.AI is a planned AI-native transactional layer for autonomous systems to exchange value and services. According to SEALSQ, SEALCOIN.AI will operate on post-quantum foundations and support verifiable, auditable AI-to-AI interactions without centralized intermediaries.

What scale or credentials did SEALSQ cite to support its Physical AI claims?

SEALSQ cited experience from more than 1.75 billion secure semiconductor devices and the WISeKey Root of Trust in over six billion devices. According to SEALSQ, this installed base underpins its claim of expertise in hardware-rooted identity and secure deployments.

Which industries does SEALSQ (LAES) say will benefit from its quantum-resilient Physical AI approach?

SEALSQ highlights collaborative robotics, autonomous mobility, defense systems, smart factories, healthcare robotics, and intelligent infrastructure as beneficiaries. According to SEALSQ, these sectors require hardware-anchored identity and PQC to ensure safety, sovereignty, and long-term resilience.