SEALSQ Corp announced a comprehensive 2026‑2030 strategic plan that will pivot the company toward silicon‑based quantum computing using CMOS‑compatible semiconductor processes, marking a significant shift from its current microcontroller and TPM product lines.
The roadmap calls for quantum processors that can be fabricated on existing semiconductor fabs, integrating classical control logic, AI accelerators, and post‑quantum security on a single silicon die. By leveraging the mature semiconductor supply chain, SEALSQ aims to reduce cost, improve yield, and accelerate time‑to‑market for quantum solutions that meet regulatory and industry demands for quantum‑resilient security.
The announcement follows FY2025 revenue guidance of $17.5‑$20 million, a 29% increase from the prior year, and a half‑year net loss that reflects the company’s investment in new technology. SEALSQ has also increased its Quantum Investment Fund from $35 million to over $100 million to support the initiative and accelerate development.
This strategic pivot positions SEALSQ to capture a multi‑billion‑dollar market for embedded quantum security and high‑performance computing, strengthening its competitive moat and supporting long‑term growth.
SEALSQ’s approach contrasts with helium‑cooled superconducting systems, offering a more scalable and cost‑effective path. The company’s expertise in post‑quantum cryptography and secure silicon gives it a distinct advantage over competitors pursuing alternative quantum technologies.
CEO Carlos Moreira emphasized that industrialization is the decisive factor for quantum computing, stating, “The decisive factor for the future of quantum computing is not physics alone, it is industrialization.” COO Loic Hamon added that silicon‑based quantum systems represent “the path most aligned with real‑world impact” for practical applications.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.