SEALSQ Corp (NASDAQ: LAES) and French silicon‑based quantum‑microelectronics startup Quobly announced a partnership to embed SEALSQ’s post‑quantum root‑of‑trust and secure‑chip technology directly into Quobly’s CMOS‑compatible spin‑qubit processors, creating a sovereign, secure quantum computing pathway for European and U.S. customers.
The alliance will combine SEALSQ’s QS7001 secure microcontroller and QVault TPM—both certified to run NIST‑approved post‑quantum algorithms such as CRYSTALS‑Kyber and CRYSTALS‑Dilithium—with Quobly’s Q100T program, which targets a 100‑qubit silicon processor on standard wafers. By integrating these components from the earliest design stages, the two companies aim to deliver end‑to‑end security for quantum‑enabled devices, a capability that is currently scarce in the market.
Strategically, the partnership expands SEALSQ’s product portfolio beyond standalone secure chips into a broader quantum‑ready ecosystem, opening new revenue streams in defense, aerospace, and critical infrastructure. It also strengthens SEALSQ’s position as a leader in post‑quantum security and aligns with regulatory trends that demand quantum‑resistant solutions for government and enterprise applications. For Quobly, embedding hardware‑anchored security makes its processors more attractive for sensitive applications and positions the company to accelerate commercial deployment of secure quantum systems.
Financially, SEALSQ reported FY 2024 audited revenue of $11 million, down from $30 million in 2023, and reaffirmed 2025 revenue guidance of $17.5 million to $20 million. The partnership is expected to contribute to the upper end of that guidance by capturing a share of the projected multi‑billion‑dollar post‑quantum cryptography market. Quobly has raised €21 million in 2025 to advance its Q100T program, building on €19 million raised in 2023, and is targeting a 100‑qubit silicon processor that could serve defense and high‑security commercial customers.
Management comments underscore the strategic fit: “By combining SEALSQ’s post‑quantum Root‑of‑Trust technologies and Quobly’s scalable quantum platform, we are laying the foundations for sovereign quantum systems that Europe can fully control, trust, and industrialize,” said Carlos Moreira, Founder and CEO of SEALSQ. “This partnership strengthens the foundations for next‑generation secure computing systems and accelerates Europe’s path toward quantum independence,” added Maud Vinet, Co‑Founder and CEO of Quobly, noting that the collaboration will help both teams accelerate U.S. market expansion and strengthen their positions in the defense and security sectors.
While no immediate market reaction data is available, the partnership positions both companies at the forefront of a rapidly growing market. The collaboration is expected to accelerate the commercial deployment of secure quantum systems, potentially creating a new revenue stream for SEALSQ and a differentiated product offering for Quobly in the high‑stakes defense and aerospace sectors.
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