SEALSQ (LAES) Investor Presentation summary

Company overview and market position

• Develops semiconductors, PKI, and post-quantum hardware/software with a focus on security solutions for connected devices and systems.

• Operates globally with clients in 30+ countries, 118 security-related patents, and multiple certifications (ISO, FIPS).

• Listed on Nasdaq since May 2023, with a $448M market cap and 114.5M shares outstanding as of June 2025.

• Acts as a one-stop shop for secure microcontrollers, trust services, and managed PKI platforms.

Strategic initiatives and investment roadmap

• Four major initiatives: launch post-quantum chips, expand OSPT Centers, invest in quantum companies, and develop satellite connectivity.

• $20M allocated to quantum and AI-driven semiconductor startups; first investment completed in quantum SaaS.

• In exclusive negotiations to acquire IC ALPS, an ASIC design specialist with 100+ engineers.

• QUASAR Program to deliver quantum-resistant chips with advanced cryptography and RISC-V CPUs in 2025.

Product portfolio and technology

• Offers secure controllers (CC EAL 5+, FIPS 140-3), post-quantum chips, and customizable ASICs.

• Quantum Root-of-Trust and PKI services use NIST-standard quantum-resistant algorithms (e.g., Kyber, Dilithium).

• Full-stack security from Root-of-Trust to secure elements, with a fabless, cost-efficient model.

• OSPT Centers enable local secure chip manufacturing via public-private partnerships.