Building on its established position in post-quantum cryptography, SEALSQ is deploying capital across a curated portfolio of some of the world's most promising quantum computing companies, establishing a vertically integrated platform that connects quantum-resistant security at the silicon level to the emerging quantum compute layer above it.

The strategy aims to position SEALSQ as one of the few public entities offering diversified exposure to multiple qubit modalities while retaining a commercial anchor in the high-volume, revenue-generating secure semiconductor business, including its evolving. Rather than relying on a single architecture, SEALSQ is investing into several complementary approaches to fault-tolerant quantum computing and binding them to its own QS7001 secure hardware, QVault TPM and PQC product portfolio.

From Root of Trust to Qubit: The Full-Stack Thesis

SEALSQ's core business secures the foundations of the digital world, the Root of Trust that authenticates devices, data and transactions. As large-scale quantum computers threaten today's cryptography, the same company defending against that threat is now investing in the machines that create it. The result is a unique strategic position: SEALSQ sits on both sides of the quantum transition, supplying the post-quantum defenses (ML-KEM, ML-DSA and FALCON, delivered in EAL5+ hardware) while holding equity in the quantum hardware that makes those defenses necessary.

Management referred to this architecture internally as the "Root-to-Qubit" stack, a continuum running from sovereign-by-design secure silicon, through post-quantum communications and orbital infrastructure, up to the quantum processors of the next decade. The investment program is designed to give SEALSQ early visibility into qubit roadmaps, preferential access to co-development opportunities, and the option to integrate quantum-secure and quantum-compute capabilities into a single commercial offering.

The Quantum Portfolio

SEALSQ has closed investments in four quantum computing companies spanning the leading solid-state and analog approaches, and is actively progressing a pipeline of additional opportunities across photonics, carbon-based qubits and post-quantum software.

Why a Multi-Modality Approach

The quantum computing industry has not yet converged on a single dominant qubit technology. By holding positions across electron-on-helium, silicon spin and analog approaches, with photonic and carbon-based platforms in the pipeline, SEALSQ is deliberately diversified against architectural risk. This multi-modality strategy not only aims to broaden exposure to leading paths toward fault-tolerant quantum computing, but also plans to enhance the Company's access to technical insight, partnership opportunities and future commercialization pathways as the market evolves.

Crucially, these investments are anchored by a revenue generative, scaling core business. SEALSQ's post-quantum semiconductor products, including the QS7001 secure element, generate revenue today and aim to provide the financial and strategic ballast for a long-horizon quantum portfolio, a profile that distinguishes SEALSQ from pure-play quantum startups heavily dependent on external funding.

Carlos Moreira, Founder, Chairman & CEO, SEALSQ noted, "SEALSQ has built his foundation at the Root of Trust, securing the digital infrastructure that the world depends on. Moving into the full quantum stack is the natural extension of that mission. We are not choosing one horse; we are building the track. By investing across the leading qubit technologies and connecting them to our post-quantum silicon, we are creating a differentiated Root-to-Qubit platform that very few companies in the world can offer."

Outlook

SEALSQ intends to continue evaluating strategic quantum investments and partnerships through 2026 and beyond, with the goal of converting its portfolio positions into integrated commercial offerings that combine quantum-resistant security with quantum compute access. Further details on individual transactions, including investment terms and timing, will be disclosed as appropriate and in accordance with applicable securities regulations.

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