SEALSQ shares surge 5.90% on accelerating demand for quantum-resistant security solutions

Shares of SEALSQ surged 5.8974% in pre-market trading on December 17, 2025, driven by accelerating demand for its quantum-resistant security solutions.

The company reported a significant expansion in its product pipeline, with the combined QS7001 and Qvault TPM pipeline reaching $49.8 million for 2026–2028—up from $11.4 million a year earlier. This growth reflects strong commercial adoption of its post-quantum secure chip, QS7001, which offers up to 10× performance improvement over software-based post-quantum solutions. The chip, now in deployment across North America, Europe, and Asia-Pacific, has secured partnerships with industry leaders including Eviden, Authentrend, and UMC.

SEALSQ’s strategic focus on quantum-resistant cryptography aligns with emerging security mandates like CNSA 2.0, targeting IoT, defense, and healthcare sectors. With 115 potential customers in active discussions and a total pipeline of approximately $200 million, the firm is positioning itself to capitalize on the expanding $21 billion market for quantum-safe devices. CEO Carlos Moreira emphasized the urgency of quantum threats, noting enterprises are shifting from planning to implementation phases.

As global IoT adoption accelerates, SEALSQ’s RISC-V-based QS7001 addresses critical vulnerabilities in resource-constrained environments, reinforcing its role in safeguarding infrastructure against “Harvest Now, Decrypt Later” attacks. The stock’s pre-market rally underscores investor confidence in the company’s leadership in quantum-resilient technology deployment.