SEALSQ (LAES) Investor presentation summary

Market opportunity and regulatory drivers

• Quantum computing advances threaten current encryption, prompting urgent migration to quantum-safe standards by 2031.

• Regulatory mandates (NIST, CNSA 2.0, EO 14144) require adoption of post-quantum cryptography across all connected sectors.

• 'Harvest now, decrypt later' attacks are already targeting encrypted data for future quantum decryption.

Business model and product offering

• Provides quantum-resistant semiconductors, PKI services, and secure chips for device authentication and data protection.

• End-to-end security stack includes hardware, PKI, Root-of-Trust, and personalization services.

• Custom chip design and supply for large clients, with test and personalization in certified environments.

Strategic initiatives and partnerships

• Launched QS7001 quantum-resistant semiconductor platform and QUASAR suite.

• Established OSPT test and personalization centers in Spain and India, with US center in progress.

• $100M quantum investment fund with stakes in EeroQ, ColibriTD, and discussions with Quobly.

• Acquired IC'ALPS to strengthen ASIC capabilities and expand into medtech, automotive, and security markets.

• Over 20 next-gen satellites launched to address global connectivity gaps, integrating PQC in each iteration.