SEALSQ Unveils Strategic Plan for 2026-2030 to Develop Silicon-Based Quantum Computing Using CMOS-Compatible Semiconductor Technologies

Rhea-AI Summary

SEALSQ (NASDAQ: LAES) unveiled a 2026–2030 strategic plan to develop silicon-based, CMOS-compatible quantum computing integrated with semiconductor manufacturing and post-quantum security. The company positions silicon spin qubits and hybrid quantum–classical architectures as an industrial path offering manufacturability, supply-chain alignment, auditability, and regulatory fit, contrasting helium-cooled superconducting systems that it describes as costly, cryogenic, and laboratory-focused. SEALSQ says its approach aims to enable scalable, governable quantum systems for regulated and mission-critical environments while embedding security and cryptographic identity directly into silicon.

Key Figures

Strategic plan horizon 2026–2030 Timeframe for silicon-based quantum computing strategy

Market Reality Check

$4.16 Last Close

Volume Volume 8,831,696 is at 0.72x its 20-day average of 12,216,194, not a volume spike. normal

Technical Price at $4.18, trading above 200-day MA of $3.72 and 62% below the $11.00 52-week high.

Peers on Argus

LAES was up 8.29% while key semiconductor peers were mixed to down (e.g., AIP -5.5%, CEVA -1.95%, NVEC -1.15%, with POET +0.49%, SKYT +0.38%). This points to a stock-specific move around SEALSQ’s quantum strategy rather than a broad sector rally.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 17	Strategic grant news	Positive	-6.5%	WECAN, 28.3%-owned, secured Hedera grant for quantum-resilient compliance.
Dec 16	Product adoption update	Positive	+5.9%	Reported accelerating adoption and <b>$49.8M</b> QS7001 & Qvault TPM pipeline.
Dec 15	IoT partnership	Positive	-8.0%	Partnered with Airmod on middleware to halve secure IoT development time.
Dec 12	Leadership appointment	Neutral	-10.2%	Appointed director for Geneva Quantum Center to coordinate Quantum Corridor.
Dec 11	Healthcare expansion	Positive	-1.1%	Entered healthcare via IC’Alps with PQC-protected custom medical ASICs.

Pattern Detected

Recent news has often been positive strategically, yet the stock showed several negative reactions, suggesting a pattern where good news does not always translate into immediate price gains.

Recent Company History

Over the past weeks, SEALSQ has focused on expanding its post-quantum and semiconductor footprint. On Dec 11, 2025, it entered healthcare via IC’Alps with secure medical ASICs. On Dec 12, it strengthened its Geneva Quantum Center leadership. Subsequent days saw a partnership with Airmod to cut secure IoT development time and a report of a $49.8M QS7001 pipeline. The Dec 17 WECAN grant underscored quantum-resilient compliance. Today’s 2026–2030 silicon-based quantum plan fits this broader quantum-security roadmap.

Market Pulse Summary

This announcement sets a 2026–2030 roadmap for silicon‑based quantum computing using CMOS‑compatible processes, aligning quantum efforts with established semiconductor manufacturing and governance. It highlights a shift away from helium‑cooled lab systems toward industrial, secure, and auditable platforms that integrate PQC, digital identity, and lifecycle management. In light of recent QS7001 pipeline growth and quantum‑focused partnerships, investors may watch for concrete design wins, ecosystem partners, and interim milestones along this multi‑year strategy.

Key Terms

CMOS-compatible technical

"silicon and CMOS-compatible manufacturing processes as the foundation"

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.

superconducting qubits technical

"These systems rely on superconducting qubits operating near absolute zero"

Superconducting qubits are tiny circuits cooled to near absolute zero that use electrical currents to store and process quantum information, similar to a coin that can behave like both heads and tails at once. They matter to investors because they are one of the leading hardware approaches for building powerful quantum computers that could transform industries—so progress, production scaling, or setbacks in this technology can strongly influence the value of firms and supply chains tied to computing, materials and cloud services.

cryogenic environments technical

"requiring complex cryogenic environments and highly specialized infrastructure"

Cryogenic environments are extremely cold conditions, typically far below freezing, used to preserve materials, run equipment, or test products that behave differently at very low temperatures. Like a deep freezer for specialized goods, they matter to investors because maintaining such cold conditions affects costs, safety, regulatory compliance, product quality, and the reliability of operations in industries from biotech to electronics.

silicon spin qubits technical

"This approach includes work on silicon spin qubits and hybrid quantum–classical"

Silicon spin qubits are tiny quantum information units that use the orientation of an electron’s or nucleus’s magnetic moment inside silicon to represent 0 and 1, like a microscopic compass needle pointing one way or the other. They matter to investors because they promise a path to scalable, more easily manufactured quantum computers using existing chip-making techniques, which could reshape computing power, software markets and industries that rely on secure encryption.

hybrid quantum–classical architectures technical

"includes work on silicon spin qubits and hybrid quantum–classical architectures"

A hybrid quantum–classical architecture is a computing system that pairs a quantum processor—good at solving certain hard problems—with a conventional computer that handles everyday tasks and coordinates work between them. For investors, it matters because this mix can deliver faster or more efficient solutions for complex tasks like portfolio optimization, risk modeling, and secure communications, potentially creating competitive advantages or disrupting industries while also posing future cybersecurity risks.

AI accelerators technical

"classical control logic, AI accelerators, and secure computing elements"

AI accelerators are specialized computing chips or hardware systems designed to speed up tasks used in artificial intelligence, such as training and running large machine-learning models. They matter to investors because they can sharply lower costs and time for AI development—like swapping a bicycle for a high-performance car—so companies with better accelerators or access to them can gain a competitive edge, boost margins, and attract more AI-driven business.

post-quantum security technical

"intersection of quantum innovation, semiconductor industrialization, and post-quantum security"

Post-quantum security is the set of methods and standards designed to protect digital information from powerful future computers that use quantum physics. Think of it as upgrading a lock to one that cannot be picked by a new kind of super-advanced burglar; for investors, it matters because failing to adopt these protections can lead to data breaches, regulatory fines, costly system overhauls, and loss of customer trust that can hurt a company’s value.

AI-generated analysis. Not financial advice.

Geneva, Switzerland, Dec. 19, 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 its strategic plan for 2026-2030 to advance quantum computing emerging from the semiconductor world, leveraging silicon and CMOS-compatible manufacturing processes as the foundation for scalable, secure, and industrially viable quantum systems.

While quantum computing is often portrayed as a single global race defined by qubit counts and experimental milestones, SEALSQ emphasizes that the field is in fact evolving along two fundamentally different technological paths, each with distinct implications for industry, security, and governance.

The first path, helium-cooled superconducting quantum systems, has delivered remarkable scientific breakthroughs and remains essential for fundamental research. These systems rely on superconducting qubits operating near absolute zero, requiring complex cryogenic environments and highly specialized infrastructure. Despite impressive experimental progress, such platforms remain costly, energy-intensive, physically large, and difficult to scale beyond laboratory or cloud-based access. As a result, they function primarily as scientific instruments rather than as a foundation for mass-market or industrial high-performance computing.

The second path, which SEALSQ is actively pursuing, is quantum computing rooted in the semiconductor ecosystem. In this model, qubits are fabricated using silicon and CMOS-compatible processes, aligned with existing semiconductor design tools, fabrication plants, testing methods, and global supply chains. This approach includes work on silicon spin qubits and hybrid quantum–classical architectures, where quantum components coexist with classical control logic, AI accelerators, and secure computing elements on the same silicon platform.

Carlso Moreira CEO of SEALSQ noted, “The decisive factor for the future of quantum computing is not physics alone, it is industrialization. History shows that high-performance computing scales when it aligns with manufacturability, yield, reliability, security, and supply-chain resilience. Semiconductor-based quantum technologies inherit these strengths from day one.”

By leveraging the world’s most mature computing ecosystem, silicon-based quantum systems offer a realistic path toward high integration density, cost reduction, reliability, and long-term scalability. Just as importantly, they can be audited, certified, and governed within regulatory frameworks that governments and critical-infrastructure operators already understand.

This distinction has growing policy relevance. Governments increasingly frame advanced computing technologies through the lenses of economic sovereignty, security, standards compliance, and supply-chain control. Semiconductor-compatible quantum technologies naturally align with these priorities, enabling deployment in regulated and mission-critical environments, an area where laboratory-centric quantum systems face inherent limitations.

SEALSQ’s strategy reflects its broader conviction that the future of computing, whether classical, AI-driven, or quantum, must be trustable by design. As regulatory models evolve from aspirational principles toward enforceable controls, the ability to embed security, digital identity, cryptography, and lifecycle management directly into silicon becomes a strategic differentiator.

“Helium-based quantum systems will continue to play a vital role in advancing science,” added Loic Hamon, COO of SEALSQ. “However, if quantum computing is to move beyond research labs and become a practical pillar of high-performance computing, critical infrastructure, and secure digital ecosystems, silicon-based quantum systems represent the path most aligned with real-world impact.”

With this initiative, SEALSQ positions itself at the intersection of quantum innovation, semiconductor industrialization, and post-quantum security, laying the groundwork for quantum technologies that are scalable, governable, and ready to integrate into the digital infrastructure of the future.

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 is SEALSQ announcing for 2026–2030 under ticker LAES?

SEALSQ announced a strategic plan to develop silicon-based, CMOS-compatible quantum computing and integrate post-quantum security into semiconductor platforms.

How does SEALSQ compare silicon quantum systems to helium-cooled superconducting systems?

SEALSQ says helium-cooled systems are cryogenic, costly, and lab-focused, while silicon systems offer manufacturability, cost reduction, and supply-chain compatibility.

What technologies will SEALSQ pursue under the plan for LAES?

The company will pursue silicon spin qubits, CMOS-compatible fabrication, and hybrid quantum–classical architectures with integrated security elements.

Why does SEALSQ emphasize CMOS-compatible quantum technologies for regulated markets?

Because CMOS compatibility enables auditing, certification, and governance within existing regulatory and critical-infrastructure frameworks.

Will SEALSQ’s plan affect deployment timelines or funding details for LAES?

The announcement outlines a strategic focus for 2026–2030 but does not disclose specific timelines, budgets, or quantified financial commitments.

How does SEALSQ link post-quantum security to its silicon strategy for LAES?

SEALSQ states it will embed security, digital identity, and cryptography into silicon to support lifecycle management and trust-by-design in future systems.