SEALSQ (LAES) Investor Presentation summary

Company overview and market positioning

• Specializes in semiconductors, PKI, and post-quantum technology hardware and software, with a focus on digital security and quantum-resistant solutions.

• Operates as a fabless, vertically integrated provider with a global client base in over 30 countries and 118 security-related patents.

• Offers a full suite of certified secure microcontrollers, managed PKI-as-a-Service, and a Swiss-based Quantum Root of Trust.

• Differentiates through customization, ASIC design, and integration of all security layers from Root of Trust to secure elements.

• Holds major certifications (FIPS, Common Criteria, WebTrust, ISO) and is accredited by key industry alliances.

Strategic initiatives and growth drivers

• Pursuing four major initiatives: launch of post-quantum chips, global expansion via OSPT Centers, investments in quantum companies, and satellite connectivity.

• QUASAR program to deliver quantum-resistant semiconductors and a new PQ crypto engine, with product launches in 2025.

• In exclusive negotiations to acquire IC'ALPS, enhancing ASIC design capabilities and expanding into automotive and healthcare markets.

• $20M allocated to invest in quantum and AI-driven semiconductor startups, with initial investments already announced.

• Collaborating with WISeSat.Space to provide secure, global IoT connectivity using picosatellites, with new satellites launching in 2025.

Product and technology roadmap

• Developing a full range of quantum-resistant chips based on RISC-V architecture, with TPM 2.0 and FIPS 140-3 compliance.

• Integrating NIST-selected post-quantum algorithms (Kyber, Dilithium) into PKI services and hardware.

• Advancing to smaller, faster technology nodes (down to 14nm ReRAM) and enabling developer access via JavaCard-PQC.

• OSPT Centers enable secure chip personalization and digital identity injection, supporting compliance with global standards.

• Targeting expansive markets: IoT (27B units by 2025), TPM, and secure microcontrollers, all with strong CAGR projections.