SEALSQ Corp. (NASDAQ: LAES) announced on January 14 2026 that it has entered into a non‑binding memorandum of understanding with Quobly SAS, a French silicon‑based quantum‑processor developer founded in 2022 in Grenoble. The MOU authorizes exclusive negotiations for an initial minority investment and a potential majority stake, with an estimated $200 million investment by SEALSQ in return for a majority ownership of Quobly.
The deal is part of SEALSQ’s broader quantum strategy, which is supported by its dedicated Quantum Fund that was recently increased to over $100 million in December 2025. By combining Quobly’s CMOS‑compatible quantum technology with SEALSQ’s post‑quantum root‑of‑trust capabilities, the partnership aims to create a reference platform for secure‑by‑design quantum computing that can be industrialized at scale.
Quobly has raised €40 million across funding rounds, including €19 million in 2023 and €21 million in 2025, and had an ongoing strategic collaboration with SEALSQ announced on November 21 2025. The new MOU builds on that relationship and positions SEALSQ to accelerate the commercialization of industrial‑scale quantum processors for defense, intelligence, financial services, pharmaceuticals and other mission‑critical sectors.
SEALSQ’s financials underscore its capacity to fund the investment. The company reported preliminary unaudited revenue of $18 million for fiscal year 2025, a 66% increase from the prior year, and $8 million in Q4 2025 revenue, double the $4 million recorded in the same period last year. Cash and cash equivalents exceeded $425 million as of December 31 2025, giving SEALSQ ample liquidity to pursue the $200 million outlay while maintaining its Quantum Fund commitments.
Management emphasized the strategic fit. CEO Carlos Moreira said the transaction “aligns with our quantum roadmap, combining Quobly’s silicon‑based processors with our post‑quantum security stack to deliver an end‑to‑end quantum‑resilient solution.” Co‑founder Maud Vinet of Quobly added that the deal “marks an important step in Quobly’s industrial journey, accelerating the path to market for our processors.”
The announcement comes as SEALSQ reaffirmed its fiscal 2026 revenue guidance of 50%–100% year‑over‑year growth, reflecting confidence in the expanding quantum‑security market and the company’s growing pipeline of over $200 million in potential revenue opportunities from 2026 to 2028. Analysts noted the deal’s alignment with SEALSQ’s goal of becoming a full‑stack quantum‑resilient platform provider, though they also highlighted the need for continued investment in R&D and the risk of integration challenges.
The MOU is non‑binding and subject to customary closing conditions, including due diligence and regulatory approvals. No definitive closing date has been set, and the transaction remains in the negotiation phase.
The strategic partnership is expected to accelerate the development of industrial‑scale quantum processors and expand SEALSQ’s presence in the quantum‑security market, positioning the company to offer secure satellite connectivity and quantum‑resilient solutions across multiple high‑value sectors.
The deal underscores SEALSQ’s commitment to building a vertically integrated quantum ecosystem, leveraging its existing semiconductor manufacturing infrastructure to scale silicon‑based quantum technology and meet the growing demand for quantum‑resilient security solutions.
The announcement signals a significant shift in SEALSQ’s business model from a traditional semiconductor security focus to a full‑stack quantum‑resilient platform, potentially opening new revenue streams and enhancing its competitive moat in a rapidly growing market where sovereign, secure quantum infrastructure is becoming a regulatory requirement.
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