SEALSQ Corp announced the launch of a U.S.-based Post‑Quantum Root of Trust platform that will go live on November 21, 2025. The new infrastructure is designed to let American enterprises and government agencies issue, manage, and validate quantum‑resistant digital identities and public‑key infrastructure services entirely on U.S. soil.
The root of trust is built on SEALSQ’s Quantum Shield QS7001 semiconductor, which embeds NIST‑approved post‑quantum algorithms alongside classical cryptography. The platform supports secure device onboarding, credential management, and remote lifecycle operations for a broad spectrum of IoT, industrial control, telecommunications, and cloud environments. Integration with WISeSat’s satellite constellation adds a hardware‑anchored, post‑quantum‑ready trust layer for space‑based and terrestrial IoT networks, expanding the platform’s reach to critical infrastructure sectors.
Strategically, the launch addresses the U.S. government’s CNSA 2.0 policy and the 2027 compliance deadline for National Security Systems, positioning SEALSQ as a primary domestic supplier of quantum‑resistant PKI solutions. The Made‑In‑USA focus aligns with federal initiatives to onshore critical technology manufacturing and reduces reliance on foreign supply chains, giving the company a competitive edge in a market that is rapidly shifting toward quantum‑resistant standards.
Financially, SEALSQ has a market capitalization of roughly $900 million and has raised more than $140 million in capital since November 2024, maintaining a cash‑rich balance sheet with cash exceeding debt. However, recent earnings reports show revenue declines and net losses, underscoring the need for new revenue streams. The launch is intended to drive growth through government contracts and to improve margin profiles by leveraging the company’s hardware‑embedded PQC advantage. CEO Carlos Moreira emphasized the company’s commitment to national security, stating, “Deploying a Post‑Quantum Root of Trust on American soil underscores our dedication to fortifying U.S. cybersecurity and shielding critical ecosystems from quantum‑era threats.”
Investors reacted with mixed sentiment, reflecting concerns about valuation and competition while recognizing the strategic importance of the launch. The announcement signals a shift toward hardware‑centric post‑quantum solutions, a differentiator that could open new revenue opportunities in government and critical infrastructure markets.
The launch marks a significant milestone for SEALSQ, positioning the company to capture a growing share of the post‑quantum security market while addressing national security imperatives. Success will depend on the company’s ability to secure government contracts, scale its hardware platform, and navigate the competitive landscape of quantum‑resistant identity solutions.
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